+493.2%
KORU vs ED
+35.3%
+457.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +2.4% |
| 7D | +24.3% | +0.5% | +23.8% | +25.0% |
| 30D | +37.3% | +1.1% | +36.2% | +38.9% |
| 3M | -32.8% | +4.6% | -37.4% | -29.2% |
| 6M | +36.9% | -2.0% | +38.9% | +43.3% |
| YTD | +162.6% | +11.7% | +150.9% | +182.2% |
| 1Y | +467.0% | +15.7% | +451.3% | +512.1% |
| All | +493.2% | +35.3% | +457.9% | +438.0% |
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