+375.7%
KORU vs ENB
+2.1%
+373.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.0% | +9.9% | +8.5% |
| 7D | -1.7% | -4.7% | +2.9% | -4.3% |
| 30D | +13.5% | -5.9% | +19.4% | +10.1% |
| 3M | -45.2% | -14.2% | -31.0% | -48.1% |
| 6M | +17.1% | -8.6% | +25.7% | +9.3% |
| YTD | +154.1% | +3.9% | +150.2% | +142.4% |
| 1Y | +375.7% | +1.8% | +373.9% | +356.2% |
| All | +375.7% | +2.1% | +373.6% | +356.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling