+482.2%
KORU vs CASY
+51.2%
+430.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.4% |
| 7D | +13.0% | +0.1% | +12.9% | +13.0% |
| 30D | +27.3% | -11.3% | +38.6% | +27.8% |
| 3M | -55.3% | -0.6% | -54.6% | -56.9% |
| 6M | +11.6% | +10.7% | +0.9% | +3.7% |
| YTD | +158.5% | +37.1% | +121.4% | +146.4% |
| 1Y | +482.2% | +52.3% | +429.9% | +458.7% |
| All | +482.2% | +51.2% | +430.9% | +458.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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