+70.8%
KORU vs CSGP
+41.1%
+29.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.7% |
| 7D | +24.3% | -5.1% | +29.4% | +27.9% |
| 30D | +37.3% | +0.3% | +37.0% | +34.7% |
| 3M | -32.8% | -9.1% | -23.7% | -35.8% |
| 6M | +36.9% | -37.3% | +74.2% | +68.6% |
| YTD | +162.6% | -54.9% | +217.5% | +294.9% |
| 1Y | +467.0% | -65.5% | +532.6% | +964.8% |
| 3Y | +522.4% | -63.3% | +585.6% | +973.4% |
| 5Y | +57.9% | -65.8% | +123.6% | +188.1% |
| 10Y | +70.8% | +40.1% | +30.6% | +24.5% |
| All | +70.8% | +41.1% | +29.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling