+16.6%
KORU vs EQT
+59.5%
-42.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.2% |
| 3M | -32.7% | +4.8% | -37.5% | -34.9% |
| 6M | +13.3% | -10.6% | +23.9% | +16.8% |
| YTD | +133.2% | +3.4% | +129.8% | +127.6% |
| 1Y | +357.3% | +8.7% | +348.6% | +338.0% |
| 3Y | +452.7% | +35.0% | +417.7% | +377.0% |
| 5Y | +47.2% | +204.2% | -157.0% | -8.2% |
| 10Y | +67.6% | +52.5% | +15.1% | +12.4% |
| All | +16.6% | +59.5% | -42.8% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling