+56.9%
KORU vs CNQ
+278.6%
-221.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +9.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +13.5% | +6.2% | +7.3% | +9.2% |
| 3M | -45.2% | +12.4% | -57.6% | -49.9% |
| 6M | +17.1% | +9.0% | +8.1% | +5.3% |
| YTD | +154.1% | +52.2% | +101.9% | +76.2% |
| 1Y | +375.7% | +65.0% | +310.6% | +209.8% |
| 3Y | +474.0% | +78.8% | +395.2% | +237.5% |
| All | +56.9% | +278.6% | -221.7% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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