+22.5%
KORU vs CP
+35.2%
-12.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.5% | -8.8% | -8.0% |
| 7D | -24.3% | +5.6% | -29.9% | -27.9% |
| 30D | -54.2% | +10.0% | -64.2% | -58.8% |
| 3M | -45.4% | +4.4% | -49.8% | -47.2% |
| 6M | -66.5% | +14.1% | -80.5% | -72.5% |
| YTD | +14.9% | +29.1% | -14.2% | -10.7% |
| 1Y | +22.5% | +34.6% | -12.0% | -9.1% |
| All | +22.5% | +35.2% | -12.7% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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