+31.4%
KORU vs ENB
+121.0%
-89.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.7% |
| 7D | +24.3% | -0.5% | +24.8% | +24.8% |
| 30D | +37.3% | -0.2% | +37.5% | +36.0% |
| 3M | -32.8% | -7.5% | -25.3% | -29.4% |
| 6M | +36.9% | -4.1% | +41.0% | +36.7% |
| YTD | +162.6% | +9.8% | +152.8% | +121.1% |
| 1Y | +467.0% | +8.7% | +458.3% | +378.3% |
| 3Y | +522.4% | +79.0% | +443.4% | +186.0% |
| 5Y | +57.9% | +69.1% | -11.2% | -17.6% |
| 10Y | +70.8% | +96.5% | -25.7% | -18.4% |
| All | +31.4% | +121.0% | -89.7% | -48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling