+426.7%
KORU vs CHD
+0.5%
+426.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.2% | -13.3% |
| 7D | +2.3% | -4.7% | +7.0% | -0.9% |
| 30D | +20.0% | -8.3% | +28.3% | +14.6% |
| 3M | -32.7% | -4.0% | -28.7% | -32.2% |
| 6M | +13.3% | -6.5% | +19.8% | +14.8% |
| YTD | +133.2% | +13.1% | +120.1% | +148.7% |
| 1Y | +357.3% | +2.3% | +355.0% | +377.6% |
| All | +426.7% | +0.5% | +426.3% | +446.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling