+93.0%
ASML vs KORU
-38.0%
+131.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.9% | +1.2% |
| 7D | -2.9% | -34.5% | +31.7% | +6.1% |
| 30D | -15.2% | -59.6% | +44.4% | +3.0% |
| 3M | -12.9% | -56.1% | +43.2% | -0.4% |
| 6M | -5.0% | -84.7% | +79.7% | +19.8% |
| YTD | +41.8% | -20.6% | +62.4% | -7.5% |
| 1Y | +46.0% | -13.9% | +59.9% | -8.1% |
| 3Y | +133.5% | +114.9% | +18.6% | -7.6% |
| 5Y | +93.0% | -36.0% | +129.0% | +5.9% |
| All | +93.0% | -38.0% | +131.0% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KORU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling