+33.3%
KORU vs ENPH
+493.2%
-459.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +3.0% |
| 7D | +20.1% | +3.4% | +16.7% | +18.9% |
| 30D | +47.5% | -10.3% | +57.7% | +51.7% |
| 3M | -30.1% | -31.4% | +1.3% | -19.6% |
| 6M | +20.1% | -10.1% | +30.3% | +32.0% |
| YTD | +166.6% | +14.6% | +152.0% | +168.8% |
| 1Y | +458.9% | -3.2% | +462.2% | +483.7% |
| 3Y | +531.8% | -69.5% | +601.2% | +704.3% |
| 5Y | +67.7% | -77.2% | +144.9% | +118.0% |
| 10Y | +91.6% | +1,940.0% | -1,848.4% | +4.9% |
| All | +33.3% | +493.2% | -459.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded ENPH 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling