+29.3%
KORU vs CASY
+1,383.5%
-1,354.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.6% |
| 7D | +13.0% | +0.1% | +12.9% | +12.7% |
| 30D | +27.3% | -11.3% | +38.6% | +36.2% |
| 3M | -55.3% | -0.6% | -54.6% | -58.3% |
| 6M | +11.6% | +10.7% | +0.9% | -1.6% |
| YTD | +158.5% | +37.1% | +121.4% | +98.0% |
| 1Y | +482.2% | +52.3% | +429.9% | +309.2% |
| 3Y | +471.9% | +215.2% | +256.7% | +134.0% |
| 5Y | +41.1% | +276.5% | -235.3% | -49.8% |
| 10Y | +80.2% | +508.4% | -428.2% | -52.8% |
| All | +29.3% | +1,383.5% | -1,354.2% | -79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling