+29.3%
KORU vs CSGP
+184.4%
-155.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.4% | +15.9% | +14.9% |
| 7D | +13.0% | -4.1% | +17.1% | +15.6% |
| 30D | +27.3% | +2.3% | +25.0% | +23.6% |
| 3M | -55.3% | -8.2% | -47.1% | -57.8% |
| 6M | +11.6% | -35.1% | +46.7% | +31.5% |
| YTD | +158.5% | -54.0% | +212.6% | +273.7% |
| 1Y | +482.2% | -65.3% | +547.5% | +942.1% |
| 3Y | +471.9% | -62.6% | +534.5% | +844.7% |
| 5Y | +41.1% | -64.8% | +106.0% | +143.5% |
| 10Y | +80.2% | +45.1% | +35.1% | +25.4% |
| All | +29.3% | +184.4% | -155.1% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling