+82.9%
KORU vs CIEN
+1,531.8%
-1,448.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.5% | +4.5% | +5.4% |
| 7D | -1.7% | +8.9% | -10.6% | -8.1% |
| 30D | +13.5% | -19.1% | +32.6% | +35.5% |
| 3M | -45.2% | -21.5% | -23.7% | -27.6% |
| 6M | +17.1% | +2.8% | +14.3% | +38.4% |
| YTD | +154.1% | +49.5% | +104.7% | +136.9% |
| 1Y | +375.7% | +163.8% | +211.9% | +203.4% |
| 3Y | +474.0% | +615.8% | -141.8% | +68.0% |
| 5Y | +60.4% | +548.4% | -488.0% | -50.5% |
| All | +82.9% | +1,531.8% | -1,448.9% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling