+426.7%
KORU vs SBUX
+11.9%
+414.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -12.0% |
| 7D | +2.3% | -6.2% | +8.6% | +6.3% |
| 30D | +20.0% | -6.4% | +26.5% | +24.9% |
| 3M | -32.7% | +1.0% | -33.8% | -34.0% |
| 6M | +13.3% | -0.4% | +13.7% | +11.4% |
| YTD | +133.2% | +20.0% | +113.2% | +106.2% |
| 1Y | +357.3% | +22.8% | +334.5% | +297.3% |
| All | +426.7% | +11.9% | +414.9% | +427.3% |
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