+22.5%
KORU vs CAH
+38.5%
-16.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.6% | -8.8% | -3.4% |
| 7D | -24.3% | +7.0% | -31.3% | -21.4% |
| 30D | -54.2% | +12.4% | -66.6% | -51.3% |
| 3M | -45.4% | +12.2% | -57.6% | -42.0% |
| 6M | -66.5% | +33.2% | -99.7% | -64.9% |
| YTD | +14.9% | +28.4% | -13.5% | +37.3% |
| 1Y | +22.5% | +35.0% | -12.5% | +52.4% |
| All | +22.5% | +38.5% | -16.0% | +52.4% |
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