+31.4%
KORU vs SBUX
+360.4%
-329.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +3.9% | +4.0% |
| 7D | +24.3% | -3.9% | +28.2% | +29.2% |
| 30D | +37.3% | -2.8% | +40.2% | +41.4% |
| 3M | -32.8% | +8.2% | -41.0% | -39.7% |
| 6M | +36.9% | +4.3% | +32.7% | +27.3% |
| YTD | +162.6% | +23.3% | +139.3% | +104.5% |
| 1Y | +467.0% | +24.3% | +442.7% | +332.5% |
| 3Y | +522.4% | +15.5% | +506.9% | +354.6% |
| 5Y | +57.9% | -2.7% | +60.6% | +45.6% |
| 10Y | +70.8% | +128.8% | -58.1% | -30.8% |
| All | +31.4% | +360.4% | -329.0% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling