+67.7%
KORU vs ESI
+74.4%
-6.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +3.2% |
| 7D | +20.1% | +3.9% | +16.2% | +14.0% |
| 30D | +47.5% | -3.8% | +51.3% | +59.6% |
| 3M | -30.1% | -13.1% | -16.9% | +0.3% |
| 6M | +20.1% | +11.3% | +8.8% | +43.4% |
| YTD | +166.6% | +44.1% | +122.5% | +137.6% |
| 1Y | +458.9% | +40.3% | +418.6% | +416.1% |
| 3Y | +531.8% | +84.1% | +447.7% | +311.6% |
| 5Y | +67.7% | +75.8% | -8.1% | +17.6% |
| All | +67.7% | +74.4% | -6.8% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling