+502.1%
KORU vs CBRE
+63.2%
+439.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.6% |
| 7D | +20.1% | -1.7% | +21.8% | +21.0% |
| 30D | +47.5% | -3.0% | +50.4% | +49.3% |
| 3M | -30.1% | +2.6% | -32.7% | -34.2% |
| 6M | +20.1% | +2.0% | +18.1% | +15.1% |
| YTD | +166.6% | -13.1% | +179.7% | +179.6% |
| 1Y | +458.9% | -13.8% | +472.8% | +483.3% |
| All | +502.1% | +63.2% | +439.0% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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