+67.7%
KORU vs CPB
-38.1%
+105.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +1.0% | +1.7% |
| 7D | +20.1% | -8.0% | +28.1% | +17.8% |
| 30D | +47.5% | -2.4% | +49.9% | +46.9% |
| 3M | -30.1% | +0.5% | -30.6% | -28.9% |
| 6M | +20.1% | -10.5% | +30.6% | +22.8% |
| YTD | +166.6% | -17.5% | +184.1% | +173.1% |
| 1Y | +458.9% | -31.0% | +490.0% | +478.1% |
| 3Y | +531.8% | -40.6% | +572.4% | +548.0% |
| 5Y | +67.7% | -37.7% | +105.4% | +71.7% |
| All | +67.7% | -38.1% | +105.8% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling