+474.0%
KORU vs AZN
+28.0%
+446.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.6% | +8.8% |
| 7D | -1.7% | -1.6% | -0.1% | -1.2% |
| 30D | +13.5% | +1.1% | +12.5% | +12.6% |
| 3M | -45.2% | -12.1% | -33.1% | -43.3% |
| 6M | +17.1% | -17.1% | +34.3% | +27.1% |
| YTD | +154.1% | -12.0% | +166.1% | +165.2% |
| 1Y | +375.7% | -0.2% | +375.9% | +352.1% |
| 3Y | +474.0% | +26.8% | +447.2% | +342.7% |
| All | +474.0% | +28.0% | +446.0% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 3y: compounded portfolio wealth divided by compounded AZN 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…
3y analysis · Full analysis span regression · 6 months rolling