+482.2%
KORU vs CCEP
+24.3%
+457.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.1% | +16.5% | +11.2% |
| 7D | +13.0% | -3.1% | +16.1% | +10.7% |
| 30D | +27.3% | -2.6% | +29.9% | +26.1% |
| 3M | -55.3% | +14.9% | -70.2% | -54.4% |
| 6M | +11.6% | +2.3% | +9.3% | +9.4% |
| YTD | +158.5% | +17.8% | +140.7% | +227.3% |
| 1Y | +482.2% | +24.2% | +457.9% | +744.0% |
| All | +482.2% | +24.3% | +457.9% | +744.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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