+482.2%
KORU vs CRL
+78.8%
+403.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.1% | +14.6% |
| 7D | +13.0% | -1.0% | +14.0% | +13.8% |
| 30D | +27.3% | +10.7% | +16.6% | +19.7% |
| 3M | -55.3% | +55.3% | -110.6% | -67.1% |
| 6M | +11.6% | +60.7% | -49.1% | -20.3% |
| YTD | +158.5% | +44.6% | +113.9% | +89.0% |
| 1Y | +482.2% | +77.7% | +404.4% | +293.8% |
| All | +482.2% | +78.8% | +403.3% | +293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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