+22.5%
KORU vs DE
+49.6%
-27.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | -6.5% |
| 7D | -24.3% | +5.6% | -29.9% | -27.9% |
| 30D | -54.2% | -0.8% | -53.4% | -54.2% |
| 3M | -45.4% | +9.8% | -55.3% | -50.9% |
| 6M | -66.5% | +17.5% | -84.0% | -70.9% |
| YTD | +14.9% | +46.5% | -31.6% | -0.4% |
| 1Y | +22.5% | +46.1% | -23.6% | +4.9% |
| All | +22.5% | +49.6% | -27.1% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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