+357.3%
KORU vs CASY
+15.3%
+342.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.3% | -12.5% |
| 7D | +2.3% | -17.2% | +19.6% | +2.1% |
| 30D | +20.0% | -24.4% | +44.4% | +20.2% |
| 3M | -32.7% | -31.4% | -1.3% | -31.5% |
| 6M | +13.3% | -8.9% | +22.2% | +4.4% |
| YTD | +133.2% | +13.8% | +119.4% | +122.8% |
| 1Y | +357.3% | +17.0% | +340.3% | +361.9% |
| All | +357.3% | +15.3% | +342.0% | +361.9% |
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