+22.5%
KORU vs CASY
+32.1%
-9.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.4% | -6.7% | -5.0% |
| 7D | -24.3% | +0.8% | -25.1% | -24.1% |
| 30D | -54.2% | +9.4% | -63.6% | -53.7% |
| 3M | -45.4% | -20.6% | -24.9% | -45.0% |
| 6M | -66.5% | -20.7% | -45.7% | -62.2% |
| YTD | +14.9% | +22.5% | -7.6% | +15.2% |
| 1Y | +22.5% | +29.5% | -6.9% | +28.4% |
| All | +22.5% | +32.1% | -9.6% | +28.4% |
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