+482.2%
KORU vs AXTI
+1,914.4%
-1,432.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +9.7% | +3.8% | +9.4% |
| 7D | +13.0% | +5.1% | +7.9% | +11.0% |
| 30D | +27.3% | -10.2% | +37.4% | +32.0% |
| 3M | -55.3% | -41.8% | -13.4% | -45.4% |
| 6M | +11.6% | +57.5% | -45.9% | -4.2% |
| YTD | +158.5% | +277.0% | -118.5% | +69.9% |
| 1Y | +482.2% | +1,982.4% | -1,500.3% | +112.3% |
| All | +482.2% | +1,914.4% | -1,432.2% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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