+82.9%
KORU vs ENB
+92.6%
-9.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.0% | +9.9% | +10.2% |
| 7D | -1.7% | -4.7% | +2.9% | +4.8% |
| 30D | +13.5% | -5.9% | +19.4% | +21.4% |
| 3M | -45.2% | -14.2% | -31.0% | -35.9% |
| 6M | +17.1% | -8.6% | +25.7% | +24.3% |
| YTD | +154.1% | +3.9% | +150.2% | +125.2% |
| 1Y | +375.7% | +1.8% | +373.9% | +327.7% |
| 3Y | +474.0% | +68.5% | +405.5% | +156.7% |
| 5Y | +60.4% | +62.4% | -2.0% | -20.2% |
| All | +82.9% | +92.6% | -9.6% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling