+493.2%
KORU vs CNH
+7.0%
+486.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.6% | +7.1% | +6.6% |
| 7D | +24.3% | +8.8% | +15.5% | +14.9% |
| 30D | +37.3% | +24.7% | +12.7% | +10.7% |
| 3M | -32.8% | +27.3% | -60.1% | -46.2% |
| 6M | +36.9% | +23.2% | +13.8% | +15.0% |
| YTD | +162.6% | +48.9% | +113.7% | +90.5% |
| 1Y | +467.0% | +19.4% | +447.6% | +390.2% |
| All | +493.2% | +7.0% | +486.1% | +458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 3y: compounded portfolio wealth divided by compounded CNH 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…
3y analysis · Full analysis span regression · 6 months rolling