-2.5%
KORU vs SE
+589.8%
-592.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.8% |
| 7D | +13.0% | -6.1% | +19.1% | +16.1% |
| 30D | +27.3% | -2.5% | +29.7% | +28.6% |
| 3M | -55.3% | +21.7% | -77.0% | -59.5% |
| 6M | +11.6% | +27.0% | -15.4% | -3.3% |
| YTD | +158.5% | -12.1% | +170.7% | +169.7% |
| 1Y | +482.2% | -40.9% | +523.1% | +620.6% |
| 3Y | +471.9% | +191.0% | +280.9% | +232.7% |
| 5Y | +41.1% | -68.3% | +109.4% | +88.6% |
| All | -2.5% | +589.8% | -592.2% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling