+31.4%
KORU vs CVS
+143.6%
-112.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | +24.3% | -1.6% | +25.9% | +25.3% |
| 30D | +37.3% | +0.4% | +36.9% | +35.7% |
| 3M | -32.8% | -0.4% | -32.4% | -33.9% |
| 6M | +36.9% | +25.1% | +11.8% | +15.9% |
| YTD | +162.6% | +23.9% | +138.7% | +120.3% |
| 1Y | +467.0% | +41.1% | +426.0% | +337.8% |
| 3Y | +522.4% | +63.6% | +458.7% | +290.9% |
| 5Y | +57.9% | +31.5% | +26.3% | +15.5% |
| 10Y | +70.8% | +40.5% | +30.3% | +17.1% |
| All | +31.4% | +143.6% | -112.3% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling