+31.4%
KORU vs ABBV
+891.6%
-860.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +3.2% |
| 7D | +24.3% | -4.3% | +28.6% | +27.1% |
| 30D | +37.3% | +1.1% | +36.2% | +35.2% |
| 3M | -32.8% | +12.3% | -45.1% | -40.0% |
| 6M | +36.9% | +9.8% | +27.1% | +21.7% |
| YTD | +162.6% | +11.5% | +151.2% | +130.1% |
| 1Y | +467.0% | +22.3% | +444.8% | +360.7% |
| 3Y | +522.4% | +85.2% | +437.2% | +267.1% |
| 5Y | +57.9% | +170.8% | -113.0% | -32.7% |
| 10Y | +70.8% | +485.4% | -414.7% | -53.0% |
| All | +31.4% | +891.6% | -860.3% | -71.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling