+22.5%
KORU vs CTVA
+33.4%
-10.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.2% | -8.5% | -5.3% |
| 7D | -24.3% | +8.2% | -32.5% | -24.5% |
| 30D | -54.2% | -1.0% | -53.2% | -53.8% |
| 3M | -45.4% | +4.6% | -50.0% | -46.9% |
| 6M | -66.5% | +0.5% | -66.9% | -68.2% |
| YTD | +14.9% | +22.7% | -7.8% | -14.7% |
| 1Y | +22.5% | +32.0% | -9.4% | -16.6% |
| All | +22.5% | +33.4% | -10.9% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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