+26.0%
KORU vs SEI
+606.2%
-580.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +16.3% | -14.7% | -6.2% |
| 7D | +24.3% | +28.8% | -4.6% | +9.4% |
| 30D | +37.3% | +10.4% | +27.0% | +30.5% |
| 3M | -32.8% | -11.4% | -21.4% | -23.5% |
| 6M | +36.9% | +31.2% | +5.7% | +37.0% |
| YTD | +162.6% | +39.7% | +122.9% | +157.6% |
| 1Y | +467.0% | +149.0% | +318.1% | +342.6% |
| 3Y | +522.4% | +560.2% | -37.8% | +153.5% |
| 5Y | +57.9% | +955.7% | -897.8% | -55.3% |
| All | +26.0% | +606.2% | -580.2% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling