+22.5%
KORU vs EWT
+54.0%
-31.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | 0.0% |
| 7D | -24.3% | -10.9% | -13.4% | +25.9% |
| 30D | -54.2% | -17.7% | -36.5% | +13.8% |
| 3M | -45.4% | -5.0% | -40.4% | -23.5% |
| 6M | -66.5% | +7.4% | -73.8% | -56.0% |
| YTD | +14.9% | +52.8% | -37.9% | -53.1% |
| 1Y | +22.5% | +55.2% | -32.7% | -51.5% |
| All | +22.5% | +54.0% | -31.5% | -51.5% |
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