+482.2%
KORU vs SE
-38.5%
+520.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.9% |
| 7D | +13.0% | -6.1% | +19.1% | +16.6% |
| 30D | +27.3% | -2.5% | +29.7% | +28.5% |
| 3M | -55.3% | +21.7% | -77.0% | -60.9% |
| 6M | +11.6% | +27.0% | -15.4% | -8.9% |
| YTD | +158.5% | -12.1% | +170.7% | +184.7% |
| 1Y | +482.2% | -40.9% | +523.1% | +667.3% |
| All | +482.2% | -38.5% | +520.7% | +667.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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