+375.7%
KORU vs CTVA
+18.2%
+357.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.7% | +9.1% |
| 7D | -1.7% | -4.5% | +2.8% | -0.7% |
| 30D | +13.5% | +11.3% | +2.2% | +9.0% |
| 3M | -45.2% | +12.3% | -57.5% | -49.9% |
| 6M | +17.1% | +7.2% | +10.0% | +9.1% |
| YTD | +154.1% | +26.0% | +128.1% | +130.8% |
| 1Y | +375.7% | +16.0% | +359.6% | +310.0% |
| All | +375.7% | +18.2% | +357.5% | +310.0% |
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