+482.2%
KORU vs ESI
+44.5%
+437.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.9% | +10.5% | +7.3% |
| 7D | +13.0% | +3.3% | +9.7% | +6.4% |
| 30D | +27.3% | -5.9% | +33.1% | +48.2% |
| 3M | -55.3% | -14.1% | -41.2% | -22.8% |
| 6M | +11.6% | +6.6% | +5.0% | +50.9% |
| YTD | +158.5% | +45.0% | +113.5% | +147.0% |
| 1Y | +482.2% | +41.5% | +440.7% | +488.7% |
| All | +482.2% | +44.5% | +437.6% | +488.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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