+31.4%
KORU vs EIX
+96.1%
-64.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | -1.4% |
| 7D | +24.3% | +0.9% | +23.4% | +23.1% |
| 30D | +37.3% | -13.5% | +50.9% | +42.8% |
| 3M | -32.8% | -15.3% | -17.5% | -30.2% |
| 6M | +36.9% | -15.3% | +52.2% | +39.9% |
| YTD | +162.6% | +2.7% | +159.9% | +134.9% |
| 1Y | +467.0% | +17.4% | +449.6% | +353.1% |
| 3Y | +522.4% | -1.3% | +523.7% | +442.0% |
| 5Y | +57.9% | +27.2% | +30.7% | +12.9% |
| 10Y | +70.8% | +22.7% | +48.0% | +23.5% |
| All | +31.4% | +96.1% | -64.7% | -40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling