+493.2%
KORU vs SE
+190.0%
+303.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.0% |
| 7D | +24.3% | +0.6% | +23.7% | +23.9% |
| 30D | +37.3% | -0.1% | +37.4% | +36.9% |
| 3M | -32.8% | +34.1% | -66.9% | -44.0% |
| 6M | +36.9% | +23.2% | +13.7% | +19.6% |
| YTD | +162.6% | -11.2% | +173.8% | +173.1% |
| 1Y | +467.0% | -40.5% | +507.6% | +611.1% |
| All | +493.2% | +190.0% | +303.2% | +271.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling