+112.4%
KORU vs EQX
+232.0%
-119.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.3% | +8.2% |
| 7D | -1.7% | -3.2% | +1.5% | +0.1% |
| 30D | +13.5% | +7.8% | +5.8% | +10.2% |
| 3M | -45.2% | +21.3% | -66.5% | -48.8% |
| 6M | +17.1% | -22.4% | +39.5% | +37.6% |
| YTD | +154.1% | -11.3% | +165.5% | +184.4% |
| 1Y | +375.7% | +13.5% | +362.2% | +376.9% |
| 3Y | +474.0% | +162.1% | +311.9% | +291.9% |
| 5Y | +60.4% | +84.2% | -23.8% | +13.1% |
| All | +112.4% | +232.0% | -119.6% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling