+57.9%
KORU vs AVAV
+44.7%
+13.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +0.6% |
| 7D | +24.3% | +3.2% | +21.1% | +22.9% |
| 30D | +37.3% | -20.3% | +57.7% | +47.9% |
| 3M | -32.8% | -19.4% | -13.4% | -28.6% |
| 6M | +36.9% | -35.3% | +72.2% | +56.7% |
| YTD | +162.6% | -38.5% | +201.1% | +197.5% |
| 1Y | +467.0% | -37.2% | +504.2% | +534.6% |
| 3Y | +522.4% | +31.1% | +491.3% | +431.1% |
| 5Y | +57.9% | +41.0% | +16.8% | +26.8% |
| All | +57.9% | +44.7% | +13.2% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling