+375.7%
KORU vs CLBK
+68.0%
+307.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.0% |
| 7D | -1.7% | -1.5% | -0.3% | -1.1% |
| 30D | +13.5% | -1.0% | +14.6% | +13.7% |
| 3M | -45.2% | +22.9% | -68.1% | -49.9% |
| 6M | +17.1% | +44.2% | -27.1% | -0.7% |
| YTD | +154.1% | +64.0% | +90.2% | +111.9% |
| 1Y | +375.7% | +65.7% | +310.0% | +319.0% |
| All | +375.7% | +68.0% | +307.7% | +319.0% |
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