+482.2%
KORU vs SBUX
+22.9%
+459.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.7% | +14.3% |
| 7D | +13.0% | -3.1% | +16.1% | +15.4% |
| 30D | +27.3% | -0.9% | +28.2% | +28.3% |
| 3M | -55.3% | +11.6% | -66.9% | -60.2% |
| 6M | +11.6% | +8.8% | +2.8% | -0.7% |
| YTD | +158.5% | +26.3% | +132.2% | +111.7% |
| 1Y | +482.2% | +23.1% | +459.0% | +372.6% |
| All | +482.2% | +22.9% | +459.2% | +372.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 1y: compounded portfolio wealth divided by compounded SBUX 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…
1y analysis · Full analysis span regression · 6 months rolling