+323.1%
EWY vs KORU
+35.0%
+288.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | 0.0% |
| 7D | +8.0% | +24.3% | -16.3% | +0.2% |
| 30D | +14.3% | +37.3% | -23.0% | +0.9% |
| 3M | +2.3% | -32.8% | +35.1% | +3.6% |
| 6M | +49.9% | +36.9% | +12.9% | +5.7% |
| YTD | +95.3% | +162.6% | -67.3% | +6.7% |
| 1Y | +161.7% | +467.0% | -305.3% | +8.0% |
| 3Y | +230.2% | +522.4% | -292.2% | +18.3% |
| 5Y | +148.1% | +57.9% | +90.3% | +24.4% |
| 10Y | +293.2% | +70.8% | +222.4% | +43.6% |
| All | +323.1% | +35.0% | +288.1% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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