+31.4%
KORU vs CDNS
+2,034.6%
-2,003.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +4.7% |
| 7D | +24.3% | -9.2% | +33.5% | +36.4% |
| 30D | +37.3% | -16.3% | +53.6% | +65.3% |
| 3M | -32.8% | -27.9% | -4.9% | -3.4% |
| 6M | +36.9% | -4.3% | +41.2% | +62.8% |
| YTD | +162.6% | -9.1% | +171.7% | +226.1% |
| 1Y | +467.0% | -21.2% | +488.3% | +708.4% |
| 3Y | +522.4% | +19.4% | +503.0% | +457.8% |
| 5Y | +57.9% | +71.6% | -13.7% | -2.2% |
| 10Y | +70.8% | +1,005.1% | -934.3% | -79.2% |
| All | +31.4% | +2,034.6% | -2,003.2% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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