+31.4%
KORU vs EWT
+661.0%
-629.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +3.2% |
| 7D | +24.3% | +1.6% | +22.7% | +19.1% |
| 30D | +37.3% | +8.2% | +29.1% | +13.5% |
| 3M | -32.8% | +11.1% | -43.9% | -35.1% |
| 6M | +36.9% | +60.4% | -23.5% | -32.7% |
| YTD | +162.6% | +75.6% | +87.0% | +11.5% |
| 1Y | +467.0% | +91.3% | +375.7% | +101.7% |
| 3Y | +522.4% | +200.3% | +322.1% | -24.2% |
| 5Y | +57.9% | +156.4% | -98.5% | -63.6% |
| 10Y | +70.8% | +495.8% | -425.0% | -91.0% |
| All | +31.4% | +661.0% | -629.7% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling