+482.2%
KORU vs CHD
+7.1%
+475.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.5% | +13.4% |
| 7D | +13.0% | -2.7% | +15.7% | +9.1% |
| 30D | +27.3% | -4.6% | +31.9% | +22.2% |
| 3M | -55.3% | +5.0% | -60.3% | -50.9% |
| 6M | +11.6% | -3.2% | +14.8% | +22.6% |
| YTD | +158.5% | +18.6% | +139.9% | +220.6% |
| 1Y | +482.2% | +4.8% | +477.3% | +561.5% |
| All | +482.2% | +7.1% | +475.1% | +561.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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