+482.2%
KORU vs AXON
-28.9%
+511.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.2% | +17.6% | +14.5% |
| 7D | +13.0% | -14.2% | +27.2% | +17.5% |
| 30D | +27.3% | -15.4% | +42.7% | +32.1% |
| 3M | -55.3% | +0.5% | -55.8% | -55.1% |
| 6M | +11.6% | -9.5% | +21.1% | +16.1% |
| YTD | +158.5% | -9.2% | +167.7% | +160.8% |
| 1Y | +482.2% | -29.4% | +511.5% | +568.7% |
| All | +482.2% | -28.9% | +511.1% | +568.7% |
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