+22.5%
KORU vs CNC
+122.0%
-99.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +12.6% | -17.9% | -2.6% |
| 7D | -24.3% | +13.4% | -37.7% | -22.1% |
| 30D | -54.2% | +18.2% | -72.4% | -52.5% |
| 3M | -45.4% | +18.6% | -64.1% | -43.4% |
| 6M | -66.5% | +41.9% | -108.4% | -65.0% |
| YTD | +14.9% | +84.7% | -69.8% | +16.0% |
| 1Y | +22.5% | +110.5% | -88.0% | +29.4% |
| All | +22.5% | +122.0% | -99.5% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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