+56.9%
KORU vs AZO
+85.8%
-28.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.1% | +9.0% |
| 7D | -1.7% | -3.6% | +1.9% | -1.1% |
| 30D | +13.5% | -5.6% | +19.1% | +14.4% |
| 3M | -45.2% | -6.6% | -38.6% | -45.7% |
| 6M | +17.1% | -22.5% | +39.6% | +24.9% |
| YTD | +154.1% | -15.2% | +169.3% | +163.3% |
| 1Y | +375.7% | -33.9% | +409.6% | +448.5% |
| 3Y | +474.0% | +11.8% | +462.2% | +365.0% |
| All | +56.9% | +85.8% | -28.8% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 5y: compounded portfolio wealth divided by compounded AZO 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…
5y analysis · Full analysis span regression · 6 months rolling