+482.2%
KORU vs ETR
+23.8%
+458.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +13.9% | +13.8% |
| 7D | +13.0% | +1.4% | +11.6% | +11.7% |
| 30D | +27.3% | +1.0% | +26.3% | +26.6% |
| 3M | -55.3% | -1.3% | -54.0% | -55.2% |
| 6M | +11.6% | +1.9% | +9.7% | +4.5% |
| YTD | +158.5% | +18.2% | +140.4% | +98.2% |
| 1Y | +482.2% | +24.7% | +457.5% | +381.2% |
| All | +482.2% | +23.8% | +458.3% | +381.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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