+57.9%
KORU vs AXON
+177.9%
-120.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.3% |
| 7D | +24.3% | -2.5% | +26.8% | +25.1% |
| 30D | +37.3% | -11.5% | +48.8% | +42.3% |
| 3M | -32.8% | +7.3% | -40.1% | -37.7% |
| 6M | +36.9% | -11.9% | +48.9% | +38.4% |
| YTD | +162.6% | -11.0% | +173.6% | +159.6% |
| 1Y | +467.0% | -31.8% | +498.8% | +527.0% |
| 3Y | +522.4% | +135.4% | +387.0% | +213.7% |
| 5Y | +57.9% | +176.9% | -119.0% | -42.0% |
| All | +57.9% | +177.9% | -120.1% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling