+482.2%
KORU vs CAH
+65.8%
+416.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.0% | +13.2% |
| 7D | +13.0% | +5.4% | +7.6% | +15.2% |
| 30D | +27.3% | +3.3% | +24.0% | +29.0% |
| 3M | -55.3% | +22.8% | -78.1% | -52.4% |
| 6M | +11.6% | +11.3% | +0.3% | +20.1% |
| YTD | +158.5% | +21.1% | +137.4% | +188.9% |
| 1Y | +482.2% | +67.2% | +414.9% | +664.6% |
| All | +482.2% | +65.8% | +416.3% | +664.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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