+375.7%
KORU vs AXTI
+1,805.0%
-1,429.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.9% |
| 7D | -1.7% | +5.1% | -6.8% | -3.8% |
| 30D | +13.5% | -17.5% | +31.0% | +23.5% |
| 3M | -45.2% | -26.7% | -18.5% | -39.5% |
| 6M | +17.1% | +36.8% | -19.6% | +4.6% |
| YTD | +154.1% | +296.1% | -142.0% | +63.5% |
| 1Y | +375.7% | +1,810.6% | -1,434.9% | +72.2% |
| All | +375.7% | +1,805.0% | -1,429.3% | +72.2% |
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