+22.5%
KORU vs ELV
+42.6%
-20.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.9% | -10.2% | -3.1% |
| 7D | -24.3% | +4.8% | -29.1% | -22.6% |
| 30D | -54.2% | +10.1% | -64.3% | -52.3% |
| 3M | -45.4% | +15.4% | -60.8% | -42.5% |
| 6M | -66.5% | +17.7% | -84.2% | -64.8% |
| YTD | +14.9% | +25.7% | -10.8% | +7.4% |
| 1Y | +22.5% | +39.9% | -17.3% | +16.9% |
| All | +22.5% | +42.6% | -20.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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