+29.3%
KORU vs CTSH
+91.3%
-62.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.6% | +17.0% | +16.3% |
| 7D | +13.0% | -2.7% | +15.7% | +15.1% |
| 30D | +27.3% | +12.4% | +14.9% | +14.2% |
| 3M | -55.3% | +17.4% | -72.7% | -66.5% |
| 6M | +11.6% | -3.1% | +14.7% | -2.8% |
| YTD | +158.5% | -23.6% | +182.1% | +174.4% |
| 1Y | +482.2% | -10.8% | +493.0% | +417.6% |
| 3Y | +471.9% | -8.3% | +480.2% | +396.0% |
| 5Y | +41.1% | -11.3% | +52.5% | +31.4% |
| 10Y | +80.2% | +22.6% | +57.6% | +36.1% |
| All | +29.3% | +91.3% | -62.0% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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