+482.2%
KORU vs CLBK
+73.3%
+408.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +13.0% | +1.2% | +11.8% | +12.5% |
| 30D | +27.3% | +9.1% | +18.2% | +22.5% |
| 3M | -55.3% | +27.7% | -83.0% | -59.9% |
| 6M | +11.6% | +40.8% | -29.2% | -5.7% |
| YTD | +158.5% | +66.4% | +92.2% | +114.6% |
| 1Y | +482.2% | +72.4% | +409.8% | +406.1% |
| All | +482.2% | +73.3% | +408.9% | +406.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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