+136.2%
KORU vs ED
+50.2%
+86.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.4% | -6.8% | -3.7% |
| 7D | +11.1% | +2.1% | +9.1% | +14.2% |
| 30D | -40.6% | +10.4% | -51.0% | -31.1% |
| 3M | -63.9% | +12.5% | -76.4% | -57.0% |
| 6M | -82.8% | +14.9% | -97.7% | -78.3% |
| YTD | -15.4% | +24.8% | -40.2% | +10.1% |
| 1Y | -3.3% | +23.8% | -27.1% | +25.8% |
| 3Y | +136.2% | +51.6% | +84.5% | +161.2% |
| All | +136.2% | +50.2% | +86.0% | +161.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling