+22.5%
KORU vs ABBV
+43.0%
-20.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.4% | -1.1% |
| 7D | -24.3% | +3.1% | -27.4% | -20.6% |
| 30D | -54.2% | +11.6% | -65.8% | -46.2% |
| 3M | -45.4% | +21.7% | -67.1% | -27.7% |
| 6M | -66.5% | +43.5% | -110.0% | -52.1% |
| YTD | +14.9% | +32.9% | -18.0% | +68.8% |
| 1Y | +22.5% | +40.7% | -18.1% | +79.9% |
| All | +22.5% | +43.0% | -20.4% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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