+47.2%
KORU vs CIEN
+502.7%
-455.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.5% | -11.6% |
| 7D | +2.3% | +5.4% | -3.1% | -2.3% |
| 30D | +20.0% | -13.7% | +33.7% | +37.8% |
| 3M | -32.7% | -23.0% | -9.7% | -7.4% |
| 6M | +13.3% | -0.8% | +14.2% | +40.9% |
| YTD | +133.2% | +43.1% | +90.2% | +131.1% |
| 1Y | +357.3% | +157.6% | +199.6% | +208.1% |
| 3Y | +452.7% | +593.8% | -141.2% | +66.2% |
| 5Y | +47.2% | +520.6% | -473.4% | -51.1% |
| All | +47.2% | +502.7% | -455.5% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling