-14.3%
KORU vs AXON
+1,109.0%
-1,123.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.3% | +14.2% | +16.7% |
| 7D | -18.1% | -25.6% | +7.5% | -7.0% |
| 30D | -45.7% | -23.9% | -21.9% | -39.1% |
| 3M | -51.6% | -50.4% | -1.2% | -36.5% |
| 6M | -82.6% | -20.0% | -62.6% | -81.9% |
| YTD | -5.9% | -44.5% | +38.5% | +11.7% |
| 1Y | +3.3% | -44.9% | +48.1% | +23.2% |
| 3Y | +154.5% | +44.7% | +109.8% | +74.6% |
| 5Y | -26.6% | +86.7% | -113.3% | -57.6% |
| 10Y | -14.3% | +1,060.5% | -1,074.7% | -72.0% |
| All | -14.3% | +1,109.0% | -1,123.2% | -72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling