-1.6%
AVGO vs KORU
+362.6%
-364.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.5% | +11.5% | +0.8% |
| 7D | +1.0% | +2.3% | -1.3% | +0.5% |
| 30D | -13.3% | +20.0% | -33.3% | -16.5% |
| 3M | -2.9% | -32.7% | +29.8% | -4.3% |
| 6M | +5.7% | +13.3% | -7.6% | -8.7% |
| YTD | +4.6% | +133.2% | -128.6% | -28.4% |
| 1Y | -1.6% | +357.3% | -358.9% | -43.8% |
| All | -1.6% | +362.6% | -364.2% | -43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling