+482.2%
KORU vs SEI
+105.8%
+376.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.4% | +10.0% | +9.8% |
| 7D | +13.0% | +10.2% | +2.8% | +2.5% |
| 30D | +27.3% | -1.0% | +28.3% | +28.4% |
| 3M | -55.3% | -27.9% | -27.4% | -28.5% |
| 6M | +11.6% | +10.4% | +1.2% | +36.3% |
| YTD | +158.5% | +20.1% | +138.4% | +203.2% |
| 1Y | +482.2% | +109.7% | +372.4% | +445.2% |
| All | +482.2% | +105.8% | +376.3% | +445.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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