+16.6%
KORU vs AXTI
+2,138.8%
-2,122.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.1% | -6.4% | -10.5% |
| 7D | +2.3% | +15.1% | -12.8% | -2.2% |
| 30D | +20.0% | -12.3% | +32.3% | +26.1% |
| 3M | -32.7% | -24.1% | -8.6% | -25.5% |
| 6M | +13.3% | +46.0% | -32.7% | -0.6% |
| YTD | +133.2% | +295.7% | -162.5% | +44.1% |
| 1Y | +357.3% | +1,825.6% | -1,468.3% | +72.5% |
| 3Y | +452.7% | +2,630.0% | -2,177.3% | +40.1% |
| 5Y | +47.2% | +601.0% | -553.8% | -43.2% |
| 10Y | +67.6% | +1,459.0% | -1,391.5% | -58.4% |
| All | +16.6% | +2,138.8% | -2,122.1% | -71.8% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling