+22.5%
KORU vs SE
-48.0%
+70.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.5% | -9.7% | -7.5% |
| 7D | -24.3% | +6.7% | -31.0% | -26.8% |
| 30D | -54.2% | -17.2% | -37.0% | -49.8% |
| 3M | -45.4% | -28.0% | -17.4% | -36.3% |
| 6M | -66.5% | -6.1% | -60.3% | -68.9% |
| YTD | +14.9% | -37.1% | +52.0% | +54.2% |
| 1Y | +22.5% | -48.8% | +71.3% | +86.9% |
| All | +22.5% | -48.0% | +70.6% | +86.9% |
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