+33.3%
KORU vs CRS
+1,112.5%
-1,079.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +20.1% | -0.5% | +20.6% | +20.6% |
| 30D | +47.5% | -18.1% | +65.6% | +70.0% |
| 3M | -30.1% | -12.4% | -17.6% | -19.1% |
| 6M | +20.1% | +15.9% | +4.2% | +21.0% |
| YTD | +166.6% | +45.8% | +120.8% | +133.9% |
| 1Y | +458.9% | +87.8% | +371.2% | +297.5% |
| 3Y | +531.8% | +648.7% | -117.0% | +56.7% |
| 5Y | +67.7% | +1,416.6% | -1,348.9% | -76.3% |
| 10Y | +91.6% | +1,412.7% | -1,321.1% | -75.6% |
| All | +33.3% | +1,112.5% | -1,079.2% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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