+375.7%
KORU vs CI
-5.7%
+381.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +8.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | +13.5% | +1.8% | +11.8% | +15.4% |
| 3M | -45.2% | -4.2% | -41.0% | -44.5% |
| 6M | +17.1% | +8.8% | +8.3% | +17.3% |
| YTD | +154.1% | +3.7% | +150.4% | +160.3% |
| 1Y | +375.7% | -6.1% | +381.8% | +393.8% |
| All | +375.7% | -5.7% | +381.4% | +393.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling