+82.9%
KORU vs EQIX
+246.8%
-163.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.6% |
| 7D | -1.7% | +0.2% | -1.9% | -1.5% |
| 30D | +13.5% | -2.5% | +16.0% | +17.5% |
| 3M | -45.2% | 0.0% | -45.2% | -44.3% |
| 6M | +17.1% | +7.6% | +9.5% | +13.3% |
| YTD | +154.1% | +37.5% | +116.6% | +93.1% |
| 1Y | +375.7% | +32.9% | +342.8% | +271.0% |
| 3Y | +474.0% | +42.8% | +431.3% | +319.8% |
| 5Y | +60.4% | +35.8% | +24.6% | +23.2% |
| All | +82.9% | +246.8% | -163.8% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling