+22.5%
KORU vs AXON
-40.7%
+63.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.8% | -7.1% | -5.6% |
| 7D | -24.3% | +0.2% | -24.5% | -24.3% |
| 30D | -54.2% | +3.0% | -57.2% | -54.5% |
| 3M | -45.4% | -30.1% | -15.3% | -41.2% |
| 6M | -66.5% | +7.7% | -74.2% | -68.9% |
| YTD | +14.9% | -25.3% | +40.2% | +19.4% |
| 1Y | +22.5% | -39.9% | +62.5% | +35.0% |
| All | +22.5% | -40.7% | +63.2% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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