+482.2%
KORU vs CP
+19.9%
+462.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.1% |
| 7D | +13.0% | -2.7% | +15.7% | +16.2% |
| 30D | +27.3% | +0.2% | +27.1% | +28.3% |
| 3M | -55.3% | +2.6% | -57.9% | -57.4% |
| 6M | +11.6% | +6.0% | +5.6% | -0.5% |
| YTD | +158.5% | +24.9% | +133.6% | +114.1% |
| 1Y | +482.2% | +20.1% | +462.0% | +404.1% |
| All | +482.2% | +19.9% | +462.2% | +404.1% |
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