+67.7%
KORU vs CI
+43.3%
+24.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +20.1% | -1.1% | +21.2% | +20.3% |
| 30D | +47.5% | +0.5% | +47.0% | +47.0% |
| 3M | -30.1% | -5.2% | -24.9% | -30.0% |
| 6M | +20.1% | +4.3% | +15.8% | +14.7% |
| YTD | +166.6% | +2.8% | +163.8% | +157.0% |
| 1Y | +458.9% | -5.8% | +464.7% | +448.6% |
| 3Y | +531.8% | +4.7% | +527.0% | +458.6% |
| 5Y | +67.7% | +42.7% | +25.0% | +3.5% |
| All | +67.7% | +43.3% | +24.4% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling