+426.7%
KORU vs EQT
+34.2%
+392.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.6% | -13.1% | -12.7% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +20.0% | +1.1% | +18.9% | +19.1% |
| 3M | -32.7% | +4.8% | -37.5% | -35.0% |
| 6M | +13.3% | -10.6% | +23.9% | +18.8% |
| YTD | +133.2% | +3.4% | +129.8% | +127.8% |
| 1Y | +357.3% | +8.7% | +348.6% | +336.8% |
| All | +426.7% | +34.2% | +392.6% | +322.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling