+82.9%
KORU vs CCJ
+1,065.5%
-982.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.8% | +9.7% | +9.5% |
| 7D | -1.7% | -4.0% | +2.3% | +1.2% |
| 30D | +13.5% | -2.4% | +15.9% | +15.9% |
| 3M | -45.2% | -2.3% | -42.9% | -41.9% |
| 6M | +17.1% | -16.2% | +33.3% | +47.2% |
| YTD | +154.1% | +5.7% | +148.5% | +189.7% |
| 1Y | +375.7% | +21.3% | +354.4% | +386.5% |
| 3Y | +474.0% | +159.4% | +314.6% | +265.2% |
| 5Y | +60.4% | +300.7% | -240.2% | -24.1% |
| All | +82.9% | +1,065.5% | -982.6% | -46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling