+502.1%
KORU vs EW
+16.4%
+485.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.9% |
| 7D | +20.1% | -5.1% | +25.2% | +23.5% |
| 30D | +47.5% | -6.4% | +53.8% | +52.4% |
| 3M | -30.1% | -1.6% | -28.5% | -30.4% |
| 6M | +20.1% | +2.3% | +17.9% | +17.8% |
| YTD | +166.6% | +1.1% | +165.5% | +164.7% |
| 1Y | +458.9% | +8.0% | +450.9% | +434.5% |
| All | +502.1% | +16.4% | +485.7% | +371.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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