+482.2%
KORU vs CTVA
+22.4%
+459.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.6% |
| 7D | +13.0% | +4.9% | +8.1% | +11.5% |
| 30D | +27.3% | +11.9% | +15.4% | +23.2% |
| 3M | -55.3% | +13.7% | -69.0% | -58.5% |
| 6M | +11.6% | +13.1% | -1.5% | +2.9% |
| YTD | +158.5% | +32.0% | +126.6% | +133.0% |
| 1Y | +482.2% | +22.1% | +460.1% | +407.3% |
| All | +482.2% | +22.4% | +459.7% | +407.3% |
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