+16.6%
KORU vs CDE
+14.4%
+2.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.1% | -9.4% | -11.4% |
| 7D | +2.3% | -6.1% | +8.4% | +4.6% |
| 30D | +20.0% | +9.5% | +10.5% | +17.1% |
| 3M | -32.7% | +32.0% | -64.7% | -36.7% |
| 6M | +13.3% | -12.8% | +26.1% | +27.2% |
| YTD | +133.2% | +14.2% | +119.0% | +144.8% |
| 1Y | +357.3% | +36.3% | +321.0% | +348.5% |
| 3Y | +452.7% | +821.4% | -368.7% | +197.2% |
| 5Y | +47.2% | +194.3% | -147.1% | +1.1% |
| 10Y | +67.6% | +53.2% | +14.4% | +9.4% |
| All | +16.6% | +14.4% | +2.3% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling