+467.0%
KORU vs AXP
+0.9%
+466.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +24.3% | +0.6% | +23.7% | +23.6% |
| 30D | +37.3% | -4.3% | +41.7% | +41.9% |
| 3M | -32.8% | +4.7% | -37.5% | -35.4% |
| 6M | +36.9% | +9.0% | +27.9% | +31.0% |
| YTD | +162.6% | -11.1% | +173.8% | +165.2% |
| 1Y | +467.0% | +1.3% | +465.7% | +455.7% |
| All | +467.0% | +0.9% | +466.1% | +455.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling