+22.5%
KORU vs ESI
+27.8%
-5.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.6% | -0.6% | +4.8% |
| 7D | -24.3% | -6.6% | -17.7% | -11.5% |
| 30D | -54.2% | -10.9% | -43.3% | -39.5% |
| 3M | -45.4% | -13.8% | -31.6% | -18.5% |
| 6M | -66.5% | -21.5% | -44.9% | -22.5% |
| YTD | +14.9% | +34.7% | -19.8% | +45.4% |
| 1Y | +22.5% | +24.9% | -2.4% | +64.9% |
| All | +22.5% | +27.8% | -5.3% | +64.9% |
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