+20.1%
KORU vs CLX
-19.1%
+39.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.2% |
| 7D | +20.1% | -4.9% | +25.0% | +19.2% |
| 30D | +47.5% | -15.8% | +63.3% | +43.5% |
| 3M | -30.1% | -7.9% | -22.1% | -29.3% |
| 6M | +20.1% | -19.0% | +39.2% | +79.9% |
| All | +20.1% | -19.1% | +39.2% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 6mo: compounded portfolio wealth divided by compounded CLX 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…
6mo analysis · Full analysis span regression · 6 months rolling