+482.2%
KORU vs EWT
+99.0%
+383.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.9% | +11.6% | +5.3% |
| 7D | +13.0% | +4.0% | +9.0% | -5.0% |
| 30D | +27.3% | +10.3% | +17.0% | -13.6% |
| 3M | -55.3% | +6.1% | -61.4% | -48.6% |
| 6M | +11.6% | +56.6% | -45.0% | -66.1% |
| YTD | +158.5% | +76.6% | +82.0% | -39.9% |
| 1Y | +482.2% | +97.9% | +384.3% | +1.6% |
| All | +482.2% | +99.0% | +383.2% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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