+67.7%
KORU vs SE
-66.7%
+134.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +3.3% |
| 7D | +20.1% | -3.6% | +23.7% | +22.0% |
| 30D | +47.5% | -5.3% | +52.8% | +50.7% |
| 3M | -30.1% | +28.1% | -58.1% | -39.1% |
| 6M | +20.1% | +20.7% | -0.5% | +8.0% |
| YTD | +166.6% | -14.8% | +181.4% | +181.4% |
| 1Y | +458.9% | -43.6% | +502.5% | +601.4% |
| 3Y | +531.8% | +184.2% | +347.5% | +286.1% |
| 5Y | +67.7% | -66.3% | +134.0% | +96.8% |
| All | +67.7% | -66.7% | +134.4% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling