+482.2%
KORU vs CAI
-31.3%
+513.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +13.7% |
| 7D | +13.0% | -2.2% | +15.2% | +13.8% |
| 30D | +27.3% | +52.4% | -25.1% | +10.8% |
| 3M | -55.3% | +45.1% | -100.4% | -60.0% |
| 6M | +11.6% | +26.2% | -14.6% | +1.9% |
| YTD | +158.5% | -7.1% | +165.6% | +151.2% |
| 1Y | +482.2% | -31.0% | +513.2% | +599.9% |
| All | +482.2% | -31.3% | +513.4% | +599.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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