+27.1%
KORU vs AZO
+646.6%
-619.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.1% | +9.1% |
| 7D | -1.7% | -3.6% | +1.9% | +0.5% |
| 30D | +13.5% | -5.6% | +19.1% | +16.8% |
| 3M | -45.2% | -6.6% | -38.6% | -46.0% |
| 6M | +17.1% | -22.5% | +39.6% | +30.0% |
| YTD | +154.1% | -15.2% | +169.3% | +165.9% |
| 1Y | +375.7% | -33.9% | +409.6% | +484.7% |
| 3Y | +474.0% | +11.8% | +462.2% | +341.2% |
| 5Y | +60.4% | +85.5% | -25.1% | -23.0% |
| 10Y | +82.6% | +298.2% | -215.6% | -48.2% |
| All | +27.1% | +646.6% | -619.5% | -76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling