+47.2%
KORU vs CCJ
+326.6%
-279.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.0% | -9.5% | -10.3% |
| 7D | +2.3% | -3.2% | +5.5% | +5.1% |
| 30D | +20.0% | -1.3% | +21.3% | +22.0% |
| 3M | -32.7% | +2.5% | -35.2% | -30.2% |
| 6M | +13.3% | -18.9% | +32.2% | +47.0% |
| YTD | +133.2% | +6.5% | +126.7% | +169.2% |
| 1Y | +357.3% | +22.8% | +334.4% | +372.5% |
| 3Y | +452.7% | +164.5% | +288.2% | +249.2% |
| 5Y | +47.2% | +303.7% | -256.5% | -26.2% |
| All | +47.2% | +326.6% | -279.4% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling