+482.2%
KORU vs CCJ
+31.2%
+450.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.3% |
| 7D | +13.0% | +0.7% | +12.3% | +12.0% |
| 30D | +27.3% | +6.9% | +20.4% | +17.2% |
| 3M | -55.3% | -11.6% | -43.6% | -43.3% |
| 6M | +11.6% | -16.2% | +27.8% | +50.6% |
| YTD | +158.5% | +10.1% | +148.4% | +231.3% |
| 1Y | +482.2% | +32.3% | +449.9% | +656.1% |
| All | +482.2% | +31.2% | +450.9% | +656.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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