+482.2%
KORU vs CCL
-23.9%
+506.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.3% |
| 7D | +13.0% | -5.0% | +18.0% | +19.9% |
| 30D | +27.3% | -20.3% | +47.6% | +65.3% |
| 3M | -55.3% | -15.1% | -40.1% | -44.1% |
| 6M | +11.6% | -15.1% | +26.7% | +37.5% |
| YTD | +158.5% | -21.8% | +180.3% | +231.9% |
| 1Y | +482.2% | -24.8% | +506.9% | +679.2% |
| All | +482.2% | -23.9% | +506.1% | +679.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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