+493.2%
KORU vs CPB
-41.0%
+534.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +2.4% |
| 7D | +24.3% | -8.2% | +32.5% | +20.2% |
| 30D | +37.3% | -5.6% | +42.9% | +34.5% |
| 3M | -32.8% | +3.0% | -35.8% | -30.6% |
| 6M | +36.9% | -12.7% | +49.6% | +40.8% |
| YTD | +162.6% | -18.0% | +180.6% | +170.2% |
| 1Y | +467.0% | -31.7% | +498.8% | +484.8% |
| All | +493.2% | -41.0% | +534.1% | +515.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling