+482.2%
KORU vs COP
+46.5%
+435.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +12.4% |
| 7D | +13.0% | +3.0% | +10.0% | +16.7% |
| 30D | +27.3% | +17.5% | +9.8% | +50.7% |
| 3M | -55.3% | +13.4% | -68.6% | -45.7% |
| 6M | +11.6% | +17.7% | -6.1% | +26.9% |
| YTD | +158.5% | +46.6% | +112.0% | +153.4% |
| 1Y | +482.2% | +44.6% | +437.5% | +454.8% |
| All | +482.2% | +46.5% | +435.7% | +454.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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