+426.7%
KORU vs EIX
-5.9%
+432.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.2% | -11.3% | -12.2% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | +20.0% | -18.8% | +38.8% | +25.2% |
| 3M | -32.7% | -19.7% | -13.0% | -30.1% |
| 6M | +13.3% | -18.2% | +31.6% | +15.2% |
| YTD | +133.2% | -1.7% | +135.0% | +118.6% |
| 1Y | +357.3% | +7.8% | +349.5% | +307.0% |
| All | +426.7% | -5.9% | +432.6% | +355.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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