+67.9%
KORU vs CVS
+42.0%
+25.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.5% |
| 7D | +2.3% | -2.0% | +4.3% | +3.3% |
| 30D | +20.0% | +1.9% | +18.1% | +18.0% |
| 3M | -32.7% | -2.2% | -30.5% | -33.1% |
| 6M | +13.3% | +26.7% | -13.4% | -3.4% |
| YTD | +133.2% | +22.9% | +110.3% | +99.4% |
| 1Y | +357.3% | +32.9% | +324.4% | +272.7% |
| 3Y | +452.7% | +62.3% | +390.4% | +263.2% |
| 5Y | +47.2% | +34.2% | +13.0% | +9.8% |
| All | +67.9% | +42.0% | +25.9% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 10y: compounded portfolio wealth divided by compounded CVS 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…
10y analysis · Full analysis span regression · 6 months rolling