+474.0%
KORU vs ETN
+86.8%
+387.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.0% | +5.0% | +2.4% |
| 7D | -1.7% | +3.5% | -5.2% | -6.9% |
| 30D | +13.5% | -7.5% | +21.1% | +32.1% |
| 3M | -45.2% | +8.3% | -53.5% | -43.3% |
| 6M | +17.1% | +20.2% | -3.1% | +19.9% |
| YTD | +154.1% | +34.7% | +119.5% | +136.7% |
| 1Y | +375.7% | +19.4% | +356.2% | +411.9% |
| 3Y | +474.0% | +85.5% | +388.5% | +256.7% |
| All | +474.0% | +86.8% | +387.2% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 3y: compounded portfolio wealth divided by compounded ETN 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…
3y analysis · Full analysis span regression · 6 months rolling