+56.9%
KORU vs EQH
+102.2%
-45.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.7% |
| 7D | -1.7% | +0.7% | -2.4% | -2.5% |
| 30D | +13.5% | +2.8% | +10.7% | +9.8% |
| 3M | -45.2% | +23.1% | -68.3% | -56.7% |
| 6M | +17.1% | +41.4% | -24.3% | -18.9% |
| YTD | +154.1% | +14.3% | +139.9% | +115.3% |
| 1Y | +375.7% | +1.6% | +374.1% | +343.7% |
| 3Y | +474.0% | +102.7% | +371.3% | +140.2% |
| All | +56.9% | +102.2% | -45.3% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling