+426.7%
KORU vs CVS
+62.0%
+364.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.5% |
| 7D | +2.3% | -2.0% | +4.3% | +2.4% |
| 30D | +20.0% | +1.9% | +18.1% | +19.8% |
| 3M | -32.7% | -2.2% | -30.5% | -32.8% |
| 6M | +13.3% | +26.7% | -13.4% | +9.9% |
| YTD | +133.2% | +22.9% | +110.3% | +125.6% |
| 1Y | +357.3% | +32.9% | +324.4% | +339.0% |
| All | +426.7% | +62.0% | +364.7% | +387.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling