+22.5%
KORU vs EFA
+16.9%
+5.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.8% | -23.1% |
| 7D | -24.3% | +2.0% | -26.3% | -35.9% |
| 30D | -54.2% | +1.6% | -55.8% | -60.3% |
| 3M | -45.4% | -1.5% | -44.0% | -36.8% |
| 6M | -66.5% | +6.6% | -73.1% | -67.6% |
| YTD | +14.9% | +11.8% | +3.1% | +13.5% |
| 1Y | +22.5% | +16.9% | +5.7% | +3.9% |
| All | +22.5% | +16.9% | +5.6% | +3.9% |
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