+29.3%
KORU vs CSX
+669.4%
-640.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.6% | +12.5% |
| 7D | +13.0% | -3.4% | +16.4% | +17.7% |
| 30D | +27.3% | -3.1% | +30.4% | +32.8% |
| 3M | -55.3% | +7.2% | -62.5% | -59.0% |
| 6M | +11.6% | +16.2% | -4.6% | -4.4% |
| YTD | +158.5% | +37.5% | +121.0% | +86.1% |
| 1Y | +482.2% | +53.2% | +428.9% | +272.7% |
| 3Y | +471.9% | +68.2% | +403.7% | +217.2% |
| 5Y | +41.1% | +65.2% | -24.1% | -18.4% |
| 10Y | +80.2% | +504.1% | -424.0% | -65.2% |
| All | +29.3% | +669.4% | -640.1% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling