+22.5%
KORU vs SEI
+18.6%
+4.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -16.9% | +11.6% | +12.7% |
| 7D | -24.3% | -16.4% | -7.9% | -11.5% |
| 30D | -54.2% | -22.9% | -31.3% | -42.0% |
| 3M | -45.4% | -0.3% | -45.2% | -50.3% |
| 6M | -66.5% | -22.3% | -44.1% | -51.8% |
| YTD | +14.9% | +26.2% | -11.3% | +17.2% |
| 1Y | +22.5% | +8.2% | +14.3% | +32.6% |
| All | +22.5% | +18.6% | +4.0% | +32.6% |
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