+474.0%
KORU vs AMGN
+59.9%
+414.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.3% | +10.3% | +9.7% |
| 7D | -1.7% | -13.7% | +12.0% | +5.9% |
| 30D | +13.5% | -8.8% | +22.3% | +17.7% |
| 3M | -45.2% | +7.2% | -52.4% | -49.8% |
| 6M | +17.1% | +1.3% | +15.9% | +11.9% |
| YTD | +154.1% | +17.6% | +136.5% | +123.8% |
| 1Y | +375.7% | +37.2% | +338.5% | +275.2% |
| 3Y | +474.0% | +57.7% | +416.3% | +258.6% |
| All | +474.0% | +59.9% | +414.1% | +258.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling