+482.2%
KORU vs CLS
+47.9%
+434.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.6% |
| 7D | +13.0% | +4.6% | +8.4% | +6.3% |
| 30D | +27.3% | -13.9% | +41.2% | +50.1% |
| 3M | -55.3% | -26.6% | -28.7% | -29.4% |
| 6M | +11.6% | +15.4% | -3.8% | +26.4% |
| YTD | +158.5% | +5.7% | +152.9% | +204.5% |
| 1Y | +482.2% | +41.1% | +441.0% | +481.7% |
| All | +482.2% | +47.9% | +434.3% | +481.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 CLS 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