+502.1%
KORU vs ETR
+148.1%
+354.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.3% |
| 7D | +20.1% | +0.4% | +19.7% | +19.8% |
| 30D | +47.5% | +2.0% | +45.4% | +45.7% |
| 3M | -30.1% | -1.7% | -28.4% | -29.3% |
| 6M | +20.1% | +3.6% | +16.6% | +14.9% |
| YTD | +166.6% | +18.0% | +148.5% | +135.8% |
| 1Y | +458.9% | +26.2% | +432.7% | +377.5% |
| All | +502.1% | +148.1% | +354.0% | +198.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling