+29.3%
KORU vs CVE
+41.8%
-12.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.7% | +14.2% |
| 7D | +13.0% | +2.5% | +10.5% | +11.1% |
| 30D | +27.3% | +16.7% | +10.5% | +15.8% |
| 3M | -55.3% | +9.3% | -64.5% | -57.8% |
| 6M | +11.6% | +43.6% | -32.0% | -14.0% |
| YTD | +158.5% | +93.6% | +65.0% | +68.4% |
| 1Y | +482.2% | +98.8% | +383.4% | +271.9% |
| 3Y | +471.9% | +73.6% | +398.3% | +281.9% |
| 5Y | +41.1% | +312.5% | -271.3% | -46.0% |
| 10Y | +80.2% | +161.0% | -80.9% | -37.2% |
| All | +29.3% | +41.8% | -12.5% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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