+16.6%
KORU vs AZN
+377.3%
-360.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.7% | -14.2% | -13.7% |
| 7D | +2.3% | -3.1% | +5.4% | +4.2% |
| 30D | +20.0% | +0.6% | +19.5% | +18.6% |
| 3M | -32.7% | -10.8% | -21.9% | -30.4% |
| 6M | +13.3% | -18.1% | +31.5% | +24.5% |
| YTD | +133.2% | -12.3% | +145.5% | +143.6% |
| 1Y | +357.3% | -0.2% | +357.5% | +328.9% |
| 3Y | +452.7% | +23.4% | +429.3% | +334.5% |
| 5Y | +47.2% | +56.4% | -9.2% | -5.4% |
| 10Y | +67.6% | +225.7% | -158.1% | -35.0% |
| All | +16.6% | +377.3% | -360.7% | -72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling