+162.6%
KORU vs AXON
+44.5%
+118.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.3% | +14.2% | +17.3% |
| 7D | -18.1% | -25.6% | +7.5% | -10.6% |
| 30D | -45.7% | -23.9% | -21.9% | -41.1% |
| 3M | -51.6% | -50.4% | -1.2% | -41.8% |
| 6M | -82.6% | -20.0% | -62.6% | -82.0% |
| YTD | -5.9% | -44.5% | +38.5% | +6.7% |
| 1Y | +3.3% | -44.9% | +48.1% | +17.5% |
| All | +162.6% | +44.5% | +118.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling