+91.6%
KORU vs CB
+219.8%
-128.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.3% |
| 7D | +20.1% | -0.5% | +20.6% | +20.3% |
| 30D | +47.5% | -3.1% | +50.5% | +49.4% |
| 3M | -30.1% | +4.2% | -34.2% | -37.2% |
| 6M | +20.1% | +4.7% | +15.4% | +1.8% |
| YTD | +166.6% | +8.8% | +157.8% | +115.1% |
| 1Y | +458.9% | +22.6% | +436.3% | +291.8% |
| 3Y | +531.8% | +70.6% | +461.1% | +191.4% |
| 5Y | +67.7% | +99.4% | -31.8% | -36.5% |
| 10Y | +91.6% | +223.5% | -131.9% | -53.5% |
| All | +91.6% | +219.8% | -128.2% | -53.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling