+474.0%
KORU vs CPAY
+49.1%
+424.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.0% |
| 7D | -1.7% | -2.0% | +0.3% | -0.5% |
| 30D | +13.5% | -0.4% | +13.9% | +13.5% |
| 3M | -45.2% | +16.4% | -61.6% | -52.2% |
| 6M | +17.1% | +23.5% | -6.4% | -0.4% |
| YTD | +154.1% | +35.7% | +118.5% | +96.7% |
| 1Y | +375.7% | +30.2% | +345.5% | +276.8% |
| 3Y | +474.0% | +49.7% | +424.3% | +292.8% |
| All | +474.0% | +49.1% | +424.9% | +292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 3y: compounded portfolio wealth divided by compounded CPAY 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…
3y analysis · Full analysis span regression · 6 months rolling