+22.5%
KORU vs COR
+5.5%
+17.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.2% | -1.3% |
| 7D | -24.3% | +9.1% | -33.5% | -17.1% |
| 30D | -54.2% | +12.4% | -66.6% | -48.0% |
| 3M | -45.4% | +15.8% | -61.3% | -35.9% |
| 6M | -66.5% | +17.1% | -83.5% | -56.4% |
| YTD | +14.9% | +5.4% | +9.5% | +73.7% |
| 1Y | +22.5% | +3.5% | +19.0% | +84.8% |
| All | +22.5% | +5.5% | +17.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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