-57.7%
KORU vs AXON
+3,975.3%
-4,033.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.7% | -8.1% | -6.4% |
| 7D | +11.1% | +0.8% | +10.4% | +10.8% |
| 30D | -40.6% | -22.8% | -17.8% | -34.3% |
| 3M | -63.9% | -48.8% | -15.1% | -54.1% |
| 6M | -82.8% | -16.3% | -66.5% | -82.4% |
| YTD | -15.4% | -44.5% | +29.1% | -0.7% |
| 1Y | -3.3% | -43.4% | +40.1% | +12.8% |
| 3Y | +136.2% | +44.3% | +91.9% | +73.4% |
| 5Y | -36.7% | +85.1% | -121.8% | -59.5% |
| 10Y | -22.9% | +1,060.5% | -1,083.4% | -74.1% |
| All | -57.7% | +3,975.3% | -4,033.0% | -91.5% |
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