+482.2%
KORU vs CIEN
+179.1%
+303.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +12.1% |
| 7D | +13.0% | -15.2% | +28.2% | +36.3% |
| 30D | +27.3% | -21.5% | +48.8% | +72.8% |
| 3M | -55.3% | -40.1% | -15.2% | -7.2% |
| 6M | +11.6% | -6.6% | +18.2% | +59.6% |
| YTD | +158.5% | +37.3% | +121.3% | +191.2% |
| 1Y | +482.2% | +174.5% | +307.6% | +236.4% |
| All | +482.2% | +179.1% | +303.0% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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