+29.3%
KORU vs CCEP
+465.0%
-435.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.1% | +16.5% | +16.6% |
| 7D | +13.0% | -3.1% | +16.1% | +16.1% |
| 30D | +27.3% | -2.6% | +29.9% | +28.8% |
| 3M | -55.3% | +14.9% | -70.2% | -65.0% |
| 6M | +11.6% | +2.3% | +9.3% | +1.2% |
| YTD | +158.5% | +17.8% | +140.7% | +100.5% |
| 1Y | +482.2% | +24.2% | +457.9% | +312.8% |
| 3Y | +471.9% | +84.7% | +387.2% | +154.3% |
| 5Y | +41.1% | +103.2% | -62.1% | -41.6% |
| 10Y | +80.2% | +257.4% | -177.2% | -57.2% |
| All | +29.3% | +465.0% | -435.6% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling