+375.7%
KORU vs CAH
+57.9%
+317.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +8.8% |
| 7D | -1.7% | -5.1% | +3.4% | -3.5% |
| 30D | +13.5% | +0.2% | +13.4% | +13.7% |
| 3M | -45.2% | +6.3% | -51.5% | -43.8% |
| 6M | +17.1% | +9.4% | +7.7% | +23.6% |
| YTD | +154.1% | +15.0% | +139.2% | +178.7% |
| 1Y | +375.7% | +55.4% | +320.2% | +505.2% |
| All | +375.7% | +57.9% | +317.8% | +505.2% |
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