+2,158.3%
ASML vs KORU
-63.0%
+2,221.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -37.4% | +28.1% | +0.1% |
| 7D | -19.0% | -48.7% | +29.7% | -6.2% |
| 30D | -25.9% | -68.9% | +43.0% | -4.3% |
| 3M | -19.1% | -64.6% | +45.5% | -2.5% |
| 6M | -5.7% | -82.2% | +76.4% | +13.2% |
| YTD | +27.6% | -28.1% | +55.6% | -6.4% |
| 1Y | +30.8% | -25.1% | +55.9% | -6.1% |
| 3Y | +116.2% | +98.5% | +17.7% | +6.1% |
| 5Y | +67.7% | -45.8% | +113.5% | +7.0% |
| 10Y | +1,355.3% | -40.9% | +1,396.2% | +652.0% |
| All | +2,158.3% | -63.0% | +2,221.3% | +1,020.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling