+1,157.1%
CAT vs KORU
+81.6%
+1,075.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -1.1% |
| 7D | +2.9% | +20.1% | -17.2% | -0.5% |
| 30D | -2.6% | +47.5% | -50.1% | -10.4% |
| 3M | -10.7% | -30.1% | +19.4% | -12.4% |
| 6M | +16.1% | +20.1% | -4.0% | -7.9% |
| YTD | +43.2% | +166.6% | -123.4% | -6.6% |
| 1Y | +96.8% | +458.9% | -362.1% | +8.3% |
| 3Y | +201.4% | +531.8% | -330.4% | +47.9% |
| 5Y | +332.7% | +67.7% | +265.0% | +155.4% |
| 10Y | +1,157.1% | +91.6% | +1,065.6% | +526.4% |
| All | +1,157.1% | +81.6% | +1,075.5% | +526.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling