+13.3%
KORU vs AZN
-18.8%
+32.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.7% | -14.2% | -11.5% |
| 7D | +2.3% | -3.1% | +5.4% | +1.0% |
| 30D | +20.0% | +0.6% | +19.5% | +21.6% |
| 3M | -32.7% | -10.8% | -21.9% | -33.4% |
| 6M | +13.3% | -18.1% | +31.5% | +39.2% |
| All | +13.3% | -18.8% | +32.2% | +39.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling