-55.3%
KORU vs CPRT
+663.4%
-718.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.4% |
| 7D | +24.3% | -1.5% | +25.8% | +26.1% |
| 30D | -44.8% | +21.3% | -66.2% | -55.5% |
| 3M | -60.0% | +10.4% | -70.4% | -65.7% |
| 6M | -78.7% | -4.3% | -74.3% | -80.6% |
| YTD | -10.6% | -18.3% | +7.7% | -6.7% |
| 1Y | -3.8% | -22.5% | +18.7% | +5.9% |
| 3Y | +142.0% | -34.3% | +176.3% | +209.4% |
| 5Y | -33.1% | -17.8% | -15.3% | -31.8% |
| 10Y | -18.5% | +373.4% | -391.9% | -84.7% |
| All | -55.3% | +663.4% | -718.6% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling