+482.2%
KORU vs CPRT
-31.2%
+513.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.4% | +13.0% | +13.6% |
| 7D | +13.0% | +2.2% | +10.8% | +14.1% |
| 30D | +27.3% | +16.6% | +10.6% | +39.6% |
| 3M | -55.3% | +9.6% | -64.9% | -50.3% |
| 6M | +11.6% | -11.1% | +22.7% | +22.8% |
| YTD | +158.5% | -13.9% | +172.4% | +178.9% |
| 1Y | +482.2% | -32.5% | +514.7% | +435.5% |
| All | +482.2% | -31.2% | +513.4% | +435.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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