+29.3%
KORU vs AXON
+6,562.4%
-6,533.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.2% | +17.6% | +15.0% |
| 7D | +13.0% | -14.2% | +27.2% | +19.3% |
| 30D | +27.3% | -15.4% | +42.7% | +33.9% |
| 3M | -55.3% | +0.5% | -55.8% | -56.7% |
| 6M | +11.6% | -9.5% | +21.1% | +11.1% |
| YTD | +158.5% | -9.2% | +167.7% | +153.5% |
| 1Y | +482.2% | -29.4% | +511.5% | +526.9% |
| 3Y | +471.9% | +139.4% | +332.5% | +248.7% |
| 5Y | +41.1% | +178.9% | -137.8% | -22.3% |
| 10Y | +80.2% | +1,840.8% | -1,760.6% | -50.3% |
| All | +29.3% | +6,562.4% | -6,533.1% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling