+458.9%
KORU vs CB
+22.9%
+436.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +2.5% |
| 7D | +20.1% | -0.5% | +20.6% | +18.1% |
| 30D | +47.5% | -3.1% | +50.5% | +36.8% |
| 3M | -30.1% | +4.2% | -34.2% | -7.1% |
| 6M | +20.1% | +4.7% | +15.4% | +81.7% |
| YTD | +166.6% | +8.8% | +157.8% | +339.8% |
| 1Y | +458.9% | +22.6% | +436.3% | +1,031.5% |
| All | +458.9% | +22.9% | +436.0% | +1,031.5% |
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 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