+522.4%
KORU vs CB
+70.7%
+451.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +0.2% |
| 7D | +24.3% | -0.6% | +24.9% | +23.7% |
| 30D | +37.3% | -3.9% | +41.2% | +33.7% |
| 3M | -32.8% | +4.9% | -37.7% | -28.6% |
| 6M | +36.9% | +3.3% | +33.7% | +48.0% |
| YTD | +162.6% | +8.5% | +154.1% | +183.7% |
| 1Y | +467.0% | +22.1% | +445.0% | +496.8% |
| 3Y | +522.4% | +70.1% | +452.2% | +392.2% |
| All | +522.4% | +70.7% | +451.7% | +392.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling