+426.7%
KORU vs EFX
-12.7%
+439.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | 0.0% | -12.5% | -12.5% |
| 7D | +2.3% | -11.1% | +13.5% | +4.2% |
| 30D | +20.0% | -7.4% | +27.4% | +21.0% |
| 3M | -32.7% | +1.5% | -34.2% | -37.0% |
| 6M | +13.3% | -13.7% | +27.0% | +15.8% |
| YTD | +133.2% | -21.9% | +155.1% | +149.7% |
| 1Y | +357.3% | -30.8% | +388.1% | +424.3% |
| All | +426.7% | -12.7% | +439.4% | +414.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 3y: compounded portfolio wealth divided by compounded EFX 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…
3y analysis · Full analysis span regression · 6 months rolling