-3.8%
KORU vs CB
+28.2%
-32.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -3.5% |
| 7D | +24.3% | 0.0% | +24.3% | +25.2% |
| 30D | -44.8% | +7.4% | -52.2% | -25.3% |
| 3M | -60.0% | +8.6% | -68.6% | -41.5% |
| 6M | -78.7% | +16.1% | -94.8% | -49.3% |
| YTD | -10.6% | +20.2% | -30.7% | +139.0% |
| 1Y | -3.8% | +27.2% | -31.0% | +177.1% |
| All | -3.8% | +28.2% | -32.0% | +177.1% |
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