+375.7%
KORU vs COR
+9.0%
+366.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +9.2% |
| 7D | -1.7% | -2.8% | +1.1% | -4.5% |
| 30D | +13.5% | +2.6% | +11.0% | +17.1% |
| 3M | -45.2% | +14.5% | -59.7% | -36.5% |
| 6M | +17.1% | -7.8% | +24.9% | +45.1% |
| YTD | +154.1% | -4.2% | +158.4% | +232.1% |
| 1Y | +375.7% | +7.0% | +368.7% | +600.7% |
| All | +375.7% | +9.0% | +366.7% | +600.7% |
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