+309.4%
KORU vs CAVA
+28.6%
+280.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.4% | -8.1% | -10.6% |
| 7D | +2.3% | -12.4% | +14.8% | +8.3% |
| 30D | +20.0% | -11.2% | +31.2% | +27.0% |
| 3M | -32.7% | -33.8% | +1.1% | -19.3% |
| 6M | +13.3% | -32.5% | +45.8% | +35.4% |
| YTD | +133.2% | -8.0% | +141.2% | +149.4% |
| 1Y | +357.3% | -17.1% | +374.4% | +402.4% |
| 3Y | +452.7% | +37.8% | +414.8% | +419.2% |
| All | +309.4% | +28.6% | +280.8% | +294.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling