+31.4%
KORU vs EVRG
+304.7%
-273.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | +24.3% | +0.9% | +23.4% | +23.4% |
| 30D | +37.3% | -0.5% | +37.9% | +37.7% |
| 3M | -32.8% | +1.5% | -34.3% | -34.9% |
| 6M | +36.9% | +1.2% | +35.8% | +30.3% |
| YTD | +162.6% | +16.3% | +146.3% | +124.7% |
| 1Y | +467.0% | +20.3% | +446.8% | +372.1% |
| 3Y | +522.4% | +72.3% | +450.0% | +288.8% |
| 5Y | +57.9% | +46.7% | +11.2% | +11.4% |
| 10Y | +70.8% | +113.8% | -43.0% | -7.2% |
| All | +31.4% | +304.7% | -273.3% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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