+27.1%
KORU vs CPAY
+428.7%
-401.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.0% |
| 7D | -1.7% | -2.0% | +0.3% | 0.0% |
| 30D | +13.5% | -0.4% | +13.9% | +13.4% |
| 3M | -45.2% | +16.4% | -61.6% | -54.9% |
| 6M | +17.1% | +23.5% | -6.4% | -6.9% |
| YTD | +154.1% | +35.7% | +118.5% | +77.7% |
| 1Y | +375.7% | +30.2% | +345.5% | +237.9% |
| 3Y | +474.0% | +49.7% | +424.3% | +244.6% |
| 5Y | +60.4% | +56.6% | +3.9% | -3.4% |
| 10Y | +82.6% | +153.8% | -71.2% | -17.8% |
| All | +27.1% | +428.7% | -401.6% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling