+29.3%
KORU vs EW
+544.8%
-515.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.3% |
| 7D | +13.0% | -0.3% | +13.3% | +13.3% |
| 30D | +27.3% | +1.0% | +26.2% | +25.7% |
| 3M | -55.3% | +2.8% | -58.1% | -56.5% |
| 6M | +11.6% | +5.5% | +6.1% | +7.0% |
| YTD | +158.5% | +5.5% | +153.1% | +148.8% |
| 1Y | +482.2% | +11.0% | +471.1% | +434.9% |
| 3Y | +471.9% | +17.7% | +454.2% | +367.8% |
| 5Y | +41.1% | -25.7% | +66.9% | +63.8% |
| 10Y | +80.2% | +132.8% | -52.6% | +15.8% |
| All | +29.3% | +544.8% | -515.4% | -36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling