+33.3%
KORU vs EOG
+223.4%
-190.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.8% |
| 7D | +20.1% | -1.3% | +21.4% | +21.0% |
| 30D | +47.5% | +3.4% | +44.1% | +43.8% |
| 3M | -30.1% | +7.8% | -37.9% | -36.9% |
| 6M | +20.1% | +13.4% | +6.8% | +1.4% |
| YTD | +166.6% | +43.5% | +123.1% | +91.0% |
| 1Y | +458.9% | +29.7% | +429.3% | +328.3% |
| 3Y | +531.8% | +23.2% | +508.6% | +387.0% |
| 5Y | +67.7% | +176.4% | -108.7% | -29.7% |
| 10Y | +91.6% | +119.1% | -27.6% | -17.8% |
| All | +33.3% | +223.4% | -190.1% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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