+16.6%
KORU vs CNI
+218.5%
-201.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -12.0% | -11.7% |
| 7D | +2.3% | -1.1% | +3.4% | +4.1% |
| 30D | +20.0% | -3.5% | +23.5% | +27.3% |
| 3M | -32.7% | +2.2% | -34.9% | -37.0% |
| 6M | +13.3% | +15.1% | -1.8% | -10.9% |
| YTD | +133.2% | +24.7% | +108.5% | +63.7% |
| 1Y | +357.3% | +33.4% | +323.9% | +188.5% |
| 3Y | +452.7% | +19.5% | +433.2% | +313.2% |
| 5Y | +47.2% | +12.6% | +34.7% | +25.9% |
| 10Y | +67.6% | +134.7% | -67.1% | -40.7% |
| All | +16.6% | +218.5% | -201.9% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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