+56.9%
KORU vs ET
+241.8%
-184.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.8% | +9.8% | +9.6% |
| 7D | -1.7% | +0.2% | -1.9% | -2.0% |
| 30D | +13.5% | +2.9% | +10.7% | +10.1% |
| 3M | -45.2% | +16.8% | -62.0% | -53.7% |
| 6M | +17.1% | +18.9% | -1.7% | -4.7% |
| YTD | +154.1% | +37.7% | +116.4% | +80.6% |
| 1Y | +375.7% | +32.4% | +343.2% | +251.4% |
| 3Y | +474.0% | +99.5% | +374.5% | +178.2% |
| All | +56.9% | +241.8% | -184.8% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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