+482.2%
KORU vs CRBG
+3.6%
+478.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +13.8% |
| 7D | +13.0% | +5.7% | +7.3% | +9.8% |
| 30D | +27.3% | +2.6% | +24.7% | +24.6% |
| 3M | -55.3% | +31.6% | -86.9% | -63.3% |
| 6M | +11.6% | +32.8% | -21.2% | -11.0% |
| YTD | +158.5% | +16.5% | +142.1% | +110.9% |
| 1Y | +482.2% | +6.1% | +476.1% | +365.5% |
| All | +482.2% | +3.6% | +478.6% | +365.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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