+993.5%
COST vs KORU
+35.0%
+958.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -3.2% | +24.3% | -27.5% | -4.4% |
| 30D | -4.0% | +37.3% | -41.3% | -6.3% |
| 3M | -6.5% | -32.8% | +26.3% | -7.7% |
| 6M | -8.5% | +36.9% | -45.4% | -19.2% |
| YTD | +6.0% | +162.6% | -156.6% | -13.3% |
| 1Y | -5.8% | +467.0% | -472.8% | -29.3% |
| 3Y | +71.8% | +522.4% | -450.5% | +21.7% |
| 5Y | +106.2% | +57.9% | +48.4% | +59.1% |
| 10Y | +602.0% | +70.8% | +531.3% | +383.5% |
| All | +993.5% | +35.0% | +958.5% | +635.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling