+72.1%
KORU vs CDW
+903.1%
-831.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +14.3% |
| 7D | +13.0% | +3.2% | +9.8% | +9.7% |
| 30D | +27.3% | +9.3% | +18.0% | +16.8% |
| 3M | -55.3% | +9.8% | -65.1% | -61.0% |
| 6M | +11.6% | +23.3% | -11.7% | -19.1% |
| YTD | +158.5% | +13.7% | +144.9% | +94.3% |
| 1Y | +482.2% | -6.5% | +488.6% | +440.4% |
| 3Y | +471.9% | -25.2% | +497.1% | +565.7% |
| 5Y | +41.1% | -19.5% | +60.6% | +54.7% |
| 10Y | +80.2% | +285.8% | -205.6% | -44.8% |
| All | +72.1% | +903.1% | -831.1% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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