+91.6%
KORU vs AVAV
+478.0%
-386.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +3.6% |
| 7D | +20.1% | -3.2% | +23.3% | +21.3% |
| 30D | +47.5% | -25.6% | +73.0% | +64.6% |
| 3M | -30.1% | -20.2% | -9.8% | -24.7% |
| 6M | +20.1% | -38.1% | +58.2% | +43.6% |
| YTD | +166.6% | -41.8% | +208.4% | +213.8% |
| 1Y | +458.9% | -39.0% | +498.0% | +539.5% |
| 3Y | +531.8% | +24.1% | +507.7% | +401.4% |
| 5Y | +67.7% | +53.0% | +14.6% | +11.6% |
| 10Y | +91.6% | +493.8% | -402.3% | -8.5% |
| All | +91.6% | +478.0% | -386.4% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling