+159.4%
LRCX vs KORU
+385.0%
-225.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.0% | -8.9% | -2.5% |
| 7D | -3.1% | -1.7% | -1.4% | -2.8% |
| 30D | -8.6% | +13.5% | -22.1% | -13.6% |
| 3M | -17.7% | -45.2% | +27.5% | -12.0% |
| 6M | +36.4% | +17.1% | +19.2% | +1.9% |
| YTD | +74.5% | +154.1% | -79.6% | -9.8% |
| 1Y | +159.4% | +375.7% | -216.2% | -2.5% |
| All | +159.4% | +385.0% | -225.5% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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