+482.2%
KORU vs CPB
-32.6%
+514.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.4% | +16.8% | +10.1% |
| 7D | +13.0% | -8.6% | +21.6% | +4.4% |
| 30D | +27.3% | -7.2% | +34.5% | +18.9% |
| 3M | -55.3% | +0.9% | -56.2% | -52.1% |
| 6M | +11.6% | -11.8% | +23.4% | +17.5% |
| YTD | +158.5% | -19.4% | +178.0% | +170.2% |
| 1Y | +482.2% | -30.4% | +512.5% | +503.2% |
| All | +482.2% | -32.6% | +514.8% | +503.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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