+82.9%
KORU vs ENPH
+1,908.3%
-1,825.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.4% | +10.4% | +9.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.9% |
| 30D | +13.5% | -10.8% | +24.4% | +17.6% |
| 3M | -45.2% | -33.8% | -11.4% | -35.6% |
| 6M | +17.1% | -16.1% | +33.3% | +32.8% |
| YTD | +154.1% | +13.4% | +140.7% | +157.2% |
| 1Y | +375.7% | -2.6% | +378.3% | +398.5% |
| 3Y | +474.0% | -70.3% | +544.3% | +655.1% |
| 5Y | +60.4% | -77.0% | +137.4% | +113.8% |
| All | +82.9% | +1,908.3% | -1,825.4% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling