+22.5%
KORU vs CB
+34.9%
-12.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.1% | -7.3% | +2.6% |
| 7D | -24.3% | +5.3% | -29.6% | -7.2% |
| 30D | -54.2% | +13.2% | -67.4% | -22.9% |
| 3M | -45.4% | +7.8% | -53.2% | -21.2% |
| 6M | -66.5% | +15.8% | -82.2% | -18.6% |
| YTD | +14.9% | +21.0% | -6.1% | +215.6% |
| 1Y | +22.5% | +32.2% | -9.6% | +276.3% |
| All | +22.5% | +34.9% | -12.3% | +276.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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