+357.3%
KORU vs CCEP
+16.3%
+341.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -13.1% |
| 7D | +2.3% | -5.7% | +8.1% | -1.7% |
| 30D | +20.0% | -3.4% | +23.4% | +17.9% |
| 3M | -32.7% | +5.5% | -38.2% | -31.9% |
| 6M | +13.3% | +2.2% | +11.1% | +10.8% |
| YTD | +133.2% | +14.6% | +118.6% | +192.4% |
| 1Y | +357.3% | +18.9% | +338.3% | +552.8% |
| All | +357.3% | +16.3% | +341.0% | +552.8% |
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