+136.2%
KORU vs SBUX
+10.5%
+125.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.3% |
| 7D | +11.1% | +1.6% | +9.6% | +10.4% |
| 30D | -40.6% | +14.8% | -55.4% | -44.5% |
| 3M | -63.9% | -0.8% | -63.1% | -63.5% |
| 6M | -82.8% | +2.2% | -85.0% | -83.3% |
| YTD | -15.4% | +29.5% | -44.9% | -27.3% |
| 1Y | -3.3% | +27.0% | -30.3% | -16.2% |
| 3Y | +136.2% | +10.9% | +125.2% | +154.3% |
| All | +136.2% | +10.5% | +125.7% | +154.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling