+13,778.9%
AVGO vs KORU
+32.9%
+13,746.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.4% | -13.2% | -2.8% |
| 7D | -3.0% | +13.0% | -16.0% | -5.9% |
| 30D | -14.4% | +27.3% | -41.7% | -20.7% |
| 3M | -14.4% | -55.3% | +40.9% | -11.1% |
| 6M | +13.1% | +11.6% | +1.5% | -14.8% |
| YTD | +3.8% | +158.5% | -154.8% | -40.0% |
| 1Y | +17.8% | +482.2% | -464.4% | -46.0% |
| 3Y | +325.3% | +471.9% | -146.6% | +80.0% |
| 5Y | +689.9% | +41.1% | +648.8% | +325.2% |
| 10Y | +2,597.0% | +80.2% | +2,516.8% | +969.8% |
| All | +13,778.9% | +32.9% | +13,746.0% | +5,272.2% |
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