+482.2%
KORU vs CAPR
+48.7%
+433.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.1% | +13.4% |
| 7D | +13.0% | -2.0% | +15.0% | +13.0% |
| 30D | +27.3% | +139.2% | -111.9% | +25.7% |
| 3M | -55.3% | -66.4% | +11.1% | -54.8% |
| 6M | +11.6% | -63.1% | +74.7% | +12.7% |
| YTD | +158.5% | -67.4% | +226.0% | +161.2% |
| 1Y | +482.2% | +58.2% | +423.9% | +498.3% |
| All | +482.2% | +48.7% | +433.4% | +498.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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