+67.9%
KORU vs CPB
-45.5%
+113.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.3% | -8.2% | -12.6% |
| 7D | +2.3% | -5.4% | +7.7% | +2.2% |
| 30D | +20.0% | -7.8% | +27.8% | +19.8% |
| 3M | -32.7% | -6.9% | -25.8% | -32.8% |
| 6M | +13.3% | -12.2% | +25.5% | +14.0% |
| YTD | +133.2% | -21.1% | +154.3% | +137.3% |
| 1Y | +357.3% | -33.5% | +390.8% | +375.5% |
| 3Y | +452.7% | -43.2% | +495.8% | +479.7% |
| 5Y | +47.2% | -40.9% | +88.1% | +51.8% |
| All | +67.9% | -45.5% | +113.3% | +92.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling