+47.2%
KORU vs ENB
+61.9%
-14.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.8% | -8.7% | -8.3% |
| 7D | +2.3% | -4.6% | +6.9% | +8.0% |
| 30D | +20.0% | -5.2% | +25.2% | +26.3% |
| 3M | -32.7% | -13.4% | -19.3% | -23.3% |
| 6M | +13.3% | -7.8% | +21.1% | +17.5% |
| YTD | +133.2% | +4.9% | +128.3% | +101.3% |
| 1Y | +357.3% | +3.2% | +354.0% | +298.1% |
| 3Y | +452.7% | +71.0% | +381.7% | +118.5% |
| 5Y | +47.2% | +64.0% | -16.8% | -34.9% |
| All | +47.2% | +61.9% | -14.7% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling