+47.2%
KORU vs CMCSA
-46.8%
+94.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +2.4% | -14.9% | -13.4% |
| 7D | +2.3% | -5.6% | +7.9% | +4.3% |
| 30D | +20.0% | -1.9% | +21.9% | +19.8% |
| 3M | -32.7% | +6.4% | -39.2% | -37.3% |
| 6M | +13.3% | -16.9% | +30.3% | +19.4% |
| YTD | +133.2% | -6.8% | +140.0% | +121.5% |
| 1Y | +357.3% | -15.9% | +373.2% | +366.9% |
| 3Y | +452.7% | -33.4% | +486.1% | +570.3% |
| 5Y | +47.2% | -46.7% | +93.9% | +77.0% |
| All | +47.2% | -46.8% | +94.0% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 5y: compounded portfolio wealth divided by compounded CMCSA 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…
5y analysis · Full analysis span regression · 6 months rolling