+29.3%
KORU vs CPRT
+704.5%
-675.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.4% | +13.0% | +13.0% |
| 7D | +13.0% | +2.2% | +10.8% | +10.7% |
| 30D | +27.3% | +16.6% | +10.6% | +9.4% |
| 3M | -55.3% | +9.6% | -64.9% | -62.3% |
| 6M | +11.6% | -11.1% | +22.7% | +16.7% |
| YTD | +158.5% | -13.9% | +172.4% | +171.7% |
| 1Y | +482.2% | -32.5% | +514.7% | +688.2% |
| 3Y | +471.9% | -25.0% | +496.9% | +574.7% |
| 5Y | +41.1% | -7.4% | +48.5% | +34.1% |
| 10Y | +80.2% | +422.0% | -341.8% | -67.4% |
| All | +29.3% | +704.5% | -675.2% | -85.3% |
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