+458.9%
KORU vs AXON
-33.3%
+492.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.3% |
| 7D | +20.1% | -3.3% | +23.4% | +20.8% |
| 30D | +47.5% | -17.8% | +65.3% | +54.3% |
| 3M | -30.1% | +8.3% | -38.3% | -33.8% |
| 6M | +20.1% | -12.4% | +32.5% | +26.0% |
| YTD | +166.6% | -13.7% | +180.3% | +172.4% |
| 1Y | +458.9% | -33.1% | +492.0% | +553.1% |
| All | +458.9% | -33.3% | +492.2% | +553.1% |
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