+482.2%
KORU vs EQT
+7.9%
+474.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +13.6% |
| 7D | +13.0% | +1.1% | +11.9% | +12.7% |
| 30D | +27.3% | +7.7% | +19.6% | +24.7% |
| 3M | -55.3% | +0.2% | -55.5% | -54.0% |
| 6M | +11.6% | -9.5% | +21.1% | +21.8% |
| YTD | +158.5% | +3.8% | +154.7% | +157.3% |
| 1Y | +482.2% | +7.8% | +474.4% | +498.1% |
| All | +482.2% | +7.9% | +474.3% | +498.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling