+56.9%
KORU vs EQX
+83.7%
-26.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.3% | +8.1% |
| 7D | -1.7% | -3.2% | +1.5% | +0.4% |
| 30D | +13.5% | +7.8% | +5.8% | +9.5% |
| 3M | -45.2% | +21.3% | -66.5% | -49.5% |
| 6M | +17.1% | -22.4% | +39.5% | +40.0% |
| YTD | +154.1% | -11.3% | +165.5% | +187.5% |
| 1Y | +375.7% | +13.5% | +362.2% | +374.4% |
| 3Y | +474.0% | +162.1% | +311.9% | +263.3% |
| All | +56.9% | +83.7% | -26.7% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling