+482.2%
KORU vs AMGN
+57.8%
+424.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +13.9% |
| 7D | +13.0% | +1.1% | +11.9% | +12.4% |
| 30D | +27.3% | +7.8% | +19.4% | +23.1% |
| 3M | -55.3% | +27.3% | -82.5% | -61.2% |
| 6M | +11.6% | +16.8% | -5.2% | +2.8% |
| YTD | +158.5% | +36.3% | +122.2% | +136.7% |
| 1Y | +482.2% | +60.4% | +421.7% | +406.9% |
| All | +482.2% | +57.8% | +424.4% | +406.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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