+67.9%
KORU vs ED
+109.0%
-41.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.7% | -11.8% | -12.3% |
| 7D | +2.3% | -1.9% | +4.2% | +2.9% |
| 30D | +20.0% | +0.1% | +19.9% | +19.8% |
| 3M | -32.7% | 0.0% | -32.7% | -33.9% |
| 6M | +13.3% | -2.5% | +15.8% | +10.6% |
| YTD | +133.2% | +10.1% | +123.1% | +113.0% |
| 1Y | +357.3% | +13.6% | +343.7% | +305.1% |
| 3Y | +452.7% | +32.4% | +420.2% | +324.6% |
| 5Y | +47.2% | +69.9% | -22.7% | -4.9% |
| All | +67.9% | +109.0% | -41.2% | -12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling