+56.9%
KORU vs SBUX
-7.3%
+64.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.4% |
| 7D | -1.7% | -5.5% | +3.8% | +3.0% |
| 30D | +13.5% | -8.5% | +22.0% | +21.9% |
| 3M | -45.2% | -2.9% | -42.3% | -45.1% |
| 6M | +17.1% | -1.5% | +18.7% | +15.9% |
| YTD | +154.1% | +19.4% | +134.8% | +114.2% |
| 1Y | +375.7% | +22.9% | +352.7% | +288.1% |
| 3Y | +474.0% | +11.3% | +462.7% | +386.1% |
| All | +56.9% | -7.3% | +64.2% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling