+22.5%
KORU vs CAVA
+19.2%
+3.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.8% | -8.0% | -6.9% |
| 7D | -24.3% | +14.2% | -38.6% | -30.9% |
| 30D | -54.2% | +14.6% | -68.8% | -58.7% |
| 3M | -45.4% | -2.3% | -43.1% | -45.2% |
| 6M | -66.5% | -30.5% | -35.9% | -58.5% |
| YTD | +14.9% | +5.6% | +9.3% | +19.0% |
| 1Y | +22.5% | +19.9% | +2.7% | +19.3% |
| All | +22.5% | +19.2% | +3.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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