+474.0%
KORU vs CAVA
+41.9%
+432.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.5% | +5.5% | +7.3% |
| 7D | -1.7% | -8.0% | +6.3% | +2.3% |
| 30D | +13.5% | -19.6% | +33.1% | +26.0% |
| 3M | -45.2% | -36.7% | -8.5% | -32.5% |
| 6M | +17.1% | -30.6% | +47.7% | +40.2% |
| YTD | +154.1% | -4.8% | +158.9% | +168.7% |
| 1Y | +375.7% | -13.1% | +388.8% | +415.7% |
| 3Y | +474.0% | +48.8% | +425.2% | +405.7% |
| All | +474.0% | +41.9% | +432.1% | +405.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling