+375.7%
KORU vs ESI
+34.2%
+341.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +7.9% |
| 7D | -1.7% | -4.6% | +2.9% | +9.2% |
| 30D | +13.5% | -10.5% | +24.0% | +47.2% |
| 3M | -45.2% | -19.8% | -25.4% | +1.8% |
| 6M | +17.1% | +5.8% | +11.3% | +68.1% |
| YTD | +154.1% | +38.3% | +115.8% | +167.9% |
| 1Y | +375.7% | +31.5% | +344.2% | +443.7% |
| All | +375.7% | +34.2% | +341.5% | +443.7% |
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