+482.2%
KORU vs CL
+8.2%
+474.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +14.9% | +11.3% |
| 7D | +13.0% | -2.2% | +15.2% | +9.6% |
| 30D | +27.3% | -4.8% | +32.1% | +20.7% |
| 3M | -55.3% | +4.9% | -60.2% | -52.4% |
| 6M | +11.6% | -5.7% | +17.3% | +10.8% |
| YTD | +158.5% | +14.4% | +144.2% | +243.0% |
| 1Y | +482.2% | +8.7% | +473.4% | +681.2% |
| All | +482.2% | +8.2% | +474.0% | +681.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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