+47.2%
KORU vs CBRE
+39.8%
+7.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.2% | -11.3% | -11.4% |
| 7D | +2.3% | -7.2% | +9.5% | +9.5% |
| 30D | +20.0% | -6.4% | +26.4% | +26.4% |
| 3M | -32.7% | +2.9% | -35.7% | -39.1% |
| 6M | +13.3% | +2.5% | +10.8% | +4.1% |
| YTD | +133.2% | -14.2% | +147.4% | +148.1% |
| 1Y | +357.3% | -15.1% | +372.4% | +383.9% |
| 3Y | +452.7% | +61.9% | +390.8% | +155.6% |
| 5Y | +47.2% | +42.4% | +4.8% | -16.1% |
| All | +47.2% | +39.8% | +7.5% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling