+56.9%
KORU vs ENTG
+16.8%
+40.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +6.8% |
| 7D | -1.7% | +1.2% | -2.9% | -2.3% |
| 30D | +13.5% | -12.9% | +26.4% | +33.5% |
| 3M | -45.2% | -3.1% | -42.1% | -33.5% |
| 6M | +17.1% | +21.0% | -3.9% | +33.1% |
| YTD | +154.1% | +67.0% | +87.1% | +128.3% |
| 1Y | +375.7% | +68.6% | +307.0% | +324.7% |
| 3Y | +474.0% | +48.6% | +425.4% | +437.0% |
| All | +56.9% | +16.8% | +40.1% | +66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling