-3.3%
KORU vs SE
-47.8%
+44.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -6.0% |
| 7D | +11.1% | -0.5% | +11.6% | +11.1% |
| 30D | -40.6% | -20.9% | -19.7% | -32.5% |
| 3M | -63.9% | -38.9% | -25.0% | -53.4% |
| 6M | -82.8% | -19.4% | -63.4% | -81.5% |
| YTD | -15.4% | -40.9% | +25.5% | +16.8% |
| 1Y | -3.3% | -46.2% | +42.9% | +34.3% |
| All | -3.3% | -47.8% | +44.5% | +34.3% |
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