+375.7%
KORU vs ELV
+36.0%
+339.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +9.1% |
| 7D | -1.7% | +3.2% | -4.9% | -0.5% |
| 30D | +13.5% | +5.4% | +8.2% | +15.7% |
| 3M | -45.2% | +5.4% | -50.6% | -43.3% |
| 6M | +17.1% | +45.7% | -28.6% | +11.3% |
| YTD | +154.1% | +21.2% | +132.9% | +133.9% |
| 1Y | +375.7% | +35.6% | +340.1% | +344.7% |
| All | +375.7% | +36.0% | +339.7% | +344.7% |
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