+482.2%
KORU vs CHRW
+16.7%
+465.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.6% | +12.8% | +13.2% |
| 7D | +13.0% | -1.8% | +14.8% | +13.7% |
| 30D | +27.3% | -3.9% | +31.2% | +29.0% |
| 3M | -55.3% | -19.7% | -35.5% | -50.7% |
| 6M | +11.6% | -21.7% | +33.3% | +21.7% |
| YTD | +158.5% | -7.5% | +166.1% | +173.3% |
| 1Y | +482.2% | +17.3% | +464.8% | +528.8% |
| All | +482.2% | +16.7% | +465.4% | +528.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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