+426.7%
KORU vs ENB
+69.7%
+357.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.8% | -8.7% | -10.3% |
| 7D | +2.3% | -4.6% | +6.9% | +5.3% |
| 30D | +20.0% | -5.2% | +25.2% | +23.3% |
| 3M | -32.7% | -13.4% | -19.3% | -27.4% |
| 6M | +13.3% | -7.8% | +21.1% | +14.2% |
| YTD | +133.2% | +4.9% | +128.3% | +105.2% |
| 1Y | +357.3% | +3.2% | +354.0% | +305.6% |
| All | +426.7% | +69.7% | +357.1% | +117.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling