+482.2%
KORU vs CDE
+54.5%
+427.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.3% | +15.3% |
| 7D | +13.0% | +0.5% | +12.5% | +12.3% |
| 30D | +27.3% | +21.9% | +5.4% | +4.9% |
| 3M | -55.3% | +14.9% | -70.2% | -57.4% |
| 6M | +11.6% | -10.5% | +22.1% | +24.9% |
| YTD | +158.5% | +19.3% | +139.3% | +173.8% |
| 1Y | +482.2% | +50.8% | +431.3% | +512.8% |
| All | +482.2% | +54.5% | +427.6% | +512.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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