+33.3%
KORU vs EQIX
+571.1%
-537.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | +20.1% | +2.3% | +17.8% | +17.5% |
| 30D | +47.5% | +0.4% | +47.0% | +48.0% |
| 3M | -30.1% | -1.1% | -28.9% | -28.3% |
| 6M | +20.1% | +11.5% | +8.7% | +12.5% |
| YTD | +166.6% | +38.2% | +128.4% | +104.7% |
| 1Y | +458.9% | +36.7% | +422.3% | +331.2% |
| 3Y | +531.8% | +44.1% | +487.7% | +368.4% |
| 5Y | +67.7% | +34.8% | +32.8% | +32.6% |
| 10Y | +91.6% | +248.8% | -157.2% | -28.8% |
| All | +33.3% | +571.1% | -537.8% | -67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling