+82.9%
KORU vs ENTG
+797.5%
-714.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +6.8% |
| 7D | -1.7% | +1.2% | -2.9% | -2.4% |
| 30D | +13.5% | -12.9% | +26.4% | +33.8% |
| 3M | -45.2% | -3.1% | -42.1% | -33.3% |
| 6M | +17.1% | +21.0% | -3.9% | +32.0% |
| YTD | +154.1% | +67.0% | +87.1% | +118.4% |
| 1Y | +375.7% | +68.6% | +307.0% | +303.6% |
| 3Y | +474.0% | +48.6% | +425.4% | +399.5% |
| 5Y | +60.4% | +18.6% | +41.8% | +55.5% |
| All | +82.9% | +797.5% | -714.6% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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