+346.1%
KORU vs CAVA
+33.0%
+313.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.5% | +5.5% | +7.5% |
| 7D | -1.7% | -8.0% | +6.3% | +2.0% |
| 30D | +13.5% | -19.6% | +33.1% | +25.1% |
| 3M | -45.2% | -36.7% | -8.5% | -33.5% |
| 6M | +17.1% | -30.6% | +47.7% | +38.3% |
| YTD | +154.1% | -4.8% | +158.9% | +168.0% |
| 1Y | +375.7% | -13.1% | +388.8% | +413.2% |
| 3Y | +474.0% | +48.8% | +425.2% | +428.0% |
| All | +346.1% | +33.0% | +313.0% | +323.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling