+27.1%
KORU vs ET
+304.1%
-277.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.8% | +9.8% | +9.3% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +13.5% | +2.9% | +10.7% | +11.7% |
| 3M | -45.2% | +16.8% | -62.0% | -49.8% |
| 6M | +17.1% | +18.9% | -1.7% | +5.6% |
| YTD | +154.1% | +37.7% | +116.4% | +115.2% |
| 1Y | +375.7% | +32.4% | +343.2% | +310.5% |
| 3Y | +474.0% | +99.5% | +374.5% | +318.1% |
| 5Y | +60.4% | +244.0% | -183.5% | -4.6% |
| 10Y | +82.6% | +172.1% | -89.5% | +13.0% |
| All | +27.1% | +304.1% | -277.0% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling