-60.3%
KORU vs CASY
+1,271.8%
-1,332.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.2% | -6.8% |
| 7D | -34.5% | +5.0% | -39.5% | -36.8% |
| 30D | -59.6% | +8.2% | -67.8% | -62.2% |
| 3M | -56.1% | -18.2% | -37.9% | -52.6% |
| 6M | -84.7% | -18.6% | -66.1% | -84.3% |
| YTD | -20.6% | +26.8% | -47.4% | -38.7% |
| 1Y | -13.9% | +31.6% | -45.5% | -35.9% |
| 3Y | +114.9% | +156.5% | -41.7% | -2.0% |
| 5Y | -36.0% | +258.6% | -294.6% | -77.5% |
| 10Y | -27.8% | +550.3% | -578.1% | -82.1% |
| All | -60.3% | +1,271.8% | -1,332.0% | -93.7% |
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