+29.3%
KORU vs CPB
-26.6%
+55.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.4% | +16.8% | +13.7% |
| 7D | +13.0% | -8.6% | +21.6% | +13.8% |
| 30D | +27.3% | -7.2% | +34.5% | +27.9% |
| 3M | -55.3% | +0.9% | -56.2% | -56.1% |
| 6M | +11.6% | -11.8% | +23.4% | +12.3% |
| YTD | +158.5% | -19.4% | +178.0% | +164.4% |
| 1Y | +482.2% | -30.4% | +512.5% | +512.5% |
| 3Y | +471.9% | -40.2% | +512.1% | +509.7% |
| 5Y | +41.1% | -39.5% | +80.6% | +47.3% |
| 10Y | +80.2% | -47.4% | +127.6% | +101.8% |
| All | +29.3% | -26.6% | +55.9% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling