+11.6%
KORU vs AXON
-10.0%
+21.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.2% | +17.6% | +14.3% |
| 7D | +13.0% | -14.2% | +27.2% | +16.6% |
| 30D | +27.3% | -15.4% | +42.7% | +31.0% |
| 3M | -55.3% | +0.5% | -55.8% | -53.0% |
| 6M | +11.6% | -9.5% | +21.1% | +73.2% |
| All | +11.6% | -10.0% | +21.6% | +73.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling