+57.9%
KORU vs EPAM
-81.7%
+139.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.0% |
| 7D | +24.3% | -0.9% | +25.2% | +24.5% |
| 30D | +37.3% | +18.4% | +19.0% | +30.5% |
| 3M | -32.8% | +19.2% | -52.0% | -38.9% |
| 6M | +36.9% | -21.0% | +57.9% | +43.8% |
| YTD | +162.6% | -43.7% | +206.3% | +207.4% |
| 1Y | +467.0% | -29.9% | +496.9% | +500.0% |
| 3Y | +522.4% | -56.5% | +578.9% | +677.5% |
| 5Y | +57.9% | -81.7% | +139.5% | +130.0% |
| All | +57.9% | -81.7% | +139.6% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EPAM 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling