+91.6%
KORU vs CSX
+481.1%
-389.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +3.0% |
| 7D | +20.1% | -0.6% | +20.7% | +21.0% |
| 30D | +47.5% | -3.2% | +50.7% | +54.1% |
| 3M | -30.1% | +2.6% | -32.6% | -31.9% |
| 6M | +20.1% | +19.8% | +0.3% | -1.8% |
| YTD | +166.6% | +34.7% | +131.9% | +95.2% |
| 1Y | +458.9% | +52.1% | +406.8% | +257.8% |
| 3Y | +531.8% | +68.4% | +463.3% | +244.3% |
| 5Y | +67.7% | +65.1% | +2.6% | -4.8% |
| 10Y | +91.6% | +496.7% | -405.2% | -40.3% |
| All | +91.6% | +481.1% | -389.5% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CSX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling