+482.2%
KORU vs EFA
+23.1%
+459.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +12.5% |
| 7D | +13.0% | +0.6% | +12.4% | +8.8% |
| 30D | +27.3% | +0.9% | +26.4% | +23.4% |
| 3M | -55.3% | +4.9% | -60.2% | -56.7% |
| 6M | +11.6% | +8.6% | +3.0% | +5.9% |
| YTD | +158.5% | +14.6% | +143.9% | +109.0% |
| 1Y | +482.2% | +22.6% | +459.5% | +288.6% |
| All | +482.2% | +23.1% | +459.0% | +288.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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