-55.3%
KORU vs CASY
+1,287.8%
-1,343.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.3% |
| 7D | +24.3% | +2.5% | +21.9% | +22.9% |
| 30D | -44.8% | +10.2% | -55.1% | -48.9% |
| 3M | -60.0% | -15.7% | -44.3% | -57.5% |
| 6M | -78.7% | -18.4% | -60.3% | -78.2% |
| YTD | -10.6% | +28.3% | -38.8% | -31.3% |
| 1Y | -3.8% | +32.6% | -36.3% | -28.5% |
| 3Y | +142.0% | +159.5% | -17.5% | +9.9% |
| 5Y | -33.1% | +263.9% | -297.0% | -76.6% |
| 10Y | -18.5% | +548.5% | -567.0% | -79.7% |
| All | -55.3% | +1,287.8% | -1,343.0% | -93.0% |
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