+482.2%
KORU vs CAVA
-7.9%
+490.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +14.9% | +14.4% |
| 7D | +13.0% | -9.2% | +22.2% | +20.0% |
| 30D | +27.3% | -8.2% | +35.5% | +34.8% |
| 3M | -55.3% | -15.3% | -40.0% | -50.4% |
| 6M | +11.6% | -23.6% | +35.2% | +34.9% |
| YTD | +158.5% | +3.5% | +155.0% | +177.9% |
| 1Y | +482.2% | -7.9% | +490.0% | +563.1% |
| All | +482.2% | -7.9% | +490.1% | +563.1% |
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