+33.3%
KORU vs ENTG
+1,478.2%
-1,444.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.2% |
| 7D | +20.1% | +8.9% | +11.2% | +10.8% |
| 30D | +47.5% | -0.8% | +48.3% | +52.4% |
| 3M | -30.1% | +6.6% | -36.6% | -21.3% |
| 6M | +20.1% | +22.1% | -1.9% | +33.5% |
| YTD | +166.6% | +70.2% | +96.4% | +126.2% |
| 1Y | +458.9% | +76.7% | +382.2% | +357.4% |
| 3Y | +531.8% | +50.5% | +481.3% | +451.3% |
| 5Y | +67.7% | +21.8% | +45.9% | +61.9% |
| 10Y | +91.6% | +811.7% | -720.2% | -57.9% |
| All | +33.3% | +1,478.2% | -1,444.9% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling