+33.3%
KORU vs ELV
+600.4%
-567.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.3% |
| 7D | +20.1% | -2.2% | +22.3% | +21.7% |
| 30D | +47.5% | -0.2% | +47.7% | +46.0% |
| 3M | -30.1% | -6.1% | -24.0% | -29.9% |
| 6M | +20.1% | +42.8% | -22.7% | -13.3% |
| YTD | +166.6% | +14.4% | +152.2% | +122.3% |
| 1Y | +458.9% | +28.6% | +430.3% | +320.1% |
| 3Y | +531.8% | -7.4% | +539.2% | +464.0% |
| 5Y | +67.7% | +14.5% | +53.2% | +17.4% |
| 10Y | +91.6% | +257.4% | -165.9% | -37.2% |
| All | +33.3% | +600.4% | -567.1% | -72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling