+67.9%
KORU vs CI
+144.3%
-76.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.0% | -13.5% | -13.2% |
| 7D | +2.3% | -1.3% | +3.6% | +3.0% |
| 30D | +20.0% | +3.1% | +16.9% | +16.5% |
| 3M | -32.7% | -4.5% | -28.2% | -33.4% |
| 6M | +13.3% | +8.3% | +5.1% | -2.0% |
| YTD | +133.2% | +3.8% | +129.4% | +109.6% |
| 1Y | +357.3% | -5.0% | +362.3% | +323.6% |
| 3Y | +452.7% | +5.8% | +446.9% | +318.9% |
| 5Y | +47.2% | +50.6% | -3.4% | -24.8% |
| All | +67.9% | +144.3% | -76.4% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling