+108.6%
ASML vs KORU
+48.0%
+60.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +13.4% | -9.3% | +0.7% |
| 7D | +1.1% | +13.0% | -11.9% | -2.3% |
| 30D | +2.2% | +27.3% | -25.1% | -6.1% |
| 3M | -2.3% | -55.3% | +53.0% | +3.8% |
| 6M | +23.0% | +11.6% | +11.4% | -12.2% |
| YTD | +61.1% | +158.5% | -97.5% | -17.8% |
| 1Y | +129.1% | +482.2% | -353.0% | -14.6% |
| 3Y | +165.4% | +471.9% | -306.5% | -12.8% |
| All | +108.6% | +48.0% | +60.6% | -1.9% |
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