+22.5%
KORU vs EFV
+25.8%
-3.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.4% | -23.8% |
| 7D | -24.3% | +2.9% | -27.2% | -38.4% |
| 30D | -54.2% | +3.6% | -57.8% | -65.1% |
| 3M | -45.4% | -0.1% | -45.3% | -46.4% |
| 6M | -66.5% | +9.6% | -76.1% | -77.8% |
| YTD | +14.9% | +17.0% | -2.1% | -25.8% |
| 1Y | +22.5% | +25.7% | -3.1% | -35.7% |
| All | +22.5% | +25.8% | -3.3% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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