+458.9%
KORU vs CSX
+51.3%
+407.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +3.5% |
| 7D | +20.1% | -0.6% | +20.7% | +21.3% |
| 30D | +47.5% | -3.2% | +50.7% | +56.6% |
| 3M | -30.1% | +2.6% | -32.6% | -33.3% |
| 6M | +20.1% | +19.8% | +0.3% | -15.2% |
| YTD | +166.6% | +34.7% | +131.9% | +77.6% |
| 1Y | +458.9% | +52.1% | +406.8% | +244.7% |
| All | +458.9% | +51.3% | +407.6% | +244.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling