+33.3%
KORU vs CMCSA
+74.3%
-41.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.6% | +8.1% | +6.8% |
| 7D | +20.1% | -8.3% | +28.4% | +28.0% |
| 30D | +47.5% | -2.4% | +49.9% | +48.0% |
| 3M | -30.1% | +4.5% | -34.6% | -38.2% |
| 6M | +20.1% | -18.8% | +38.9% | +26.8% |
| YTD | +166.6% | -8.9% | +175.5% | +146.3% |
| 1Y | +458.9% | -18.3% | +477.2% | +463.2% |
| 3Y | +531.8% | -35.0% | +566.7% | +672.6% |
| 5Y | +67.7% | -48.2% | +115.8% | +159.9% |
| 10Y | +91.6% | +4.6% | +87.0% | +55.4% |
| All | +33.3% | +74.3% | -41.0% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling