+22.5%
KORU vs CAPR
+47.4%
-24.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.3% | -13.5% | -5.4% |
| 7D | -24.3% | +43.2% | -67.5% | -24.8% |
| 30D | -54.2% | +14.7% | -68.9% | -54.3% |
| 3M | -45.4% | +113.9% | -159.4% | -46.1% |
| 6M | -66.5% | -73.4% | +6.9% | -66.1% |
| YTD | +14.9% | -69.1% | +84.0% | +16.0% |
| 1Y | +22.5% | +47.2% | -24.7% | +19.6% |
| All | +22.5% | +47.4% | -24.9% | +19.6% |
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