+357.3%
KORU vs CPB
-33.6%
+390.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.3% | -8.2% | -16.5% |
| 7D | +2.3% | -5.4% | +7.7% | -3.0% |
| 30D | +20.0% | -7.8% | +27.8% | +11.6% |
| 3M | -32.7% | -6.9% | -25.8% | -31.7% |
| 6M | +13.3% | -12.2% | +25.5% | +17.3% |
| YTD | +133.2% | -21.1% | +154.3% | +138.1% |
| 1Y | +357.3% | -33.5% | +390.8% | +366.0% |
| All | +357.3% | -33.6% | +390.9% | +366.0% |
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