+482.2%
KORU vs EFV
+30.7%
+451.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.6% | +14.3% |
| 7D | +13.0% | +1.5% | +11.5% | +2.5% |
| 30D | +27.3% | +1.7% | +25.5% | +14.5% |
| 3M | -55.3% | +8.6% | -63.9% | -69.5% |
| 6M | +11.6% | +11.7% | -0.1% | -25.0% |
| YTD | +158.5% | +19.3% | +139.3% | +50.6% |
| 1Y | +482.2% | +30.2% | +452.0% | +166.3% |
| All | +482.2% | +30.7% | +451.5% | +166.3% |
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