+56.9%
KORU vs CNC
+10.7%
+46.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.7% |
| 7D | -1.7% | -0.9% | -0.8% | -1.6% |
| 30D | +13.5% | -1.0% | +14.5% | +13.4% |
| 3M | -45.2% | +4.5% | -49.7% | -45.9% |
| 6M | +17.1% | +85.2% | -68.1% | +2.1% |
| YTD | +154.1% | +61.4% | +92.7% | +127.4% |
| 1Y | +375.7% | +94.9% | +280.8% | +305.8% |
| 3Y | +474.0% | 0.0% | +474.0% | +446.0% |
| All | +56.9% | +10.7% | +46.2% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling