+33.3%
KORU vs EFX
+232.5%
-199.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +3.0% |
| 7D | +20.1% | -9.4% | +29.5% | +27.9% |
| 30D | +47.5% | -6.9% | +54.4% | +52.1% |
| 3M | -30.1% | +0.1% | -30.2% | -38.4% |
| 6M | +20.1% | -17.3% | +37.5% | +23.0% |
| YTD | +166.6% | -21.8% | +188.4% | +178.2% |
| 1Y | +458.9% | -32.5% | +491.5% | +551.3% |
| 3Y | +531.8% | -12.3% | +544.1% | +446.5% |
| 5Y | +67.7% | -36.6% | +104.3% | +98.0% |
| 10Y | +91.6% | +41.0% | +50.5% | -0.6% |
| All | +33.3% | +232.5% | -199.2% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling