+482.2%
KORU vs ED
+12.4%
+469.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.8% | +9.3% |
| 7D | +13.0% | -0.2% | +13.2% | +12.9% |
| 30D | +27.3% | -0.1% | +27.4% | +27.3% |
| 3M | -55.3% | +3.9% | -59.2% | -44.6% |
| 6M | +11.6% | -3.0% | +14.6% | +25.4% |
| YTD | +158.5% | +10.7% | +147.9% | +272.2% |
| 1Y | +482.2% | +13.3% | +468.8% | +840.5% |
| All | +482.2% | +12.4% | +469.7% | +840.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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