+375.7%
KORU vs CIEN
+166.8%
+208.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.5% | +4.5% | +3.5% |
| 7D | -1.7% | +8.9% | -10.6% | -11.5% |
| 30D | +13.5% | -19.1% | +32.6% | +48.3% |
| 3M | -45.2% | -21.5% | -23.7% | -19.1% |
| 6M | +17.1% | +2.8% | +14.3% | +49.0% |
| YTD | +154.1% | +49.5% | +104.7% | +159.0% |
| 1Y | +375.7% | +163.8% | +211.9% | +187.1% |
| All | +375.7% | +166.8% | +208.8% | +187.1% |
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