+357.3%
KORU vs SE
-43.9%
+401.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -12.0% |
| 7D | +2.3% | -4.8% | +7.1% | +4.9% |
| 30D | +20.0% | -18.1% | +38.1% | +32.6% |
| 3M | -32.7% | +30.6% | -63.4% | -45.9% |
| 6M | +13.3% | +20.8% | -7.4% | -3.0% |
| YTD | +133.2% | -15.6% | +148.8% | +161.8% |
| 1Y | +357.3% | -44.2% | +401.5% | +512.9% |
| All | +357.3% | -43.9% | +401.2% | +512.9% |
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