+357.3%
KORU vs ES
+12.7%
+344.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.5% | -13.0% |
| 7D | +2.3% | -3.5% | +5.8% | +1.3% |
| 30D | +20.0% | -3.0% | +23.0% | +19.1% |
| 3M | -32.7% | -0.3% | -32.4% | -33.7% |
| 6M | +13.3% | -5.2% | +18.5% | +14.1% |
| YTD | +133.2% | +4.8% | +128.4% | +128.5% |
| 1Y | +357.3% | +12.7% | +344.6% | +380.9% |
| All | +357.3% | +12.7% | +344.6% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 1y: compounded portfolio wealth divided by compounded ES 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…
1y analysis · Full analysis span regression · 6 months rolling