+375.7%
KORU vs CVS
+32.3%
+343.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.6% | +8.9% |
| 7D | -1.7% | -2.2% | +0.4% | -2.0% |
| 30D | +13.5% | -0.1% | +13.6% | +13.7% |
| 3M | -45.2% | -5.2% | -40.0% | -45.1% |
| 6M | +17.1% | +26.9% | -9.8% | +14.1% |
| YTD | +154.1% | +22.1% | +132.1% | +139.6% |
| 1Y | +375.7% | +30.8% | +344.9% | +361.8% |
| All | +375.7% | +32.3% | +343.4% | +361.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling