+22.5%
KORU vs EXC
+1.0%
+21.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | -2.6% |
| 7D | -24.3% | +3.3% | -27.6% | -19.7% |
| 30D | -54.2% | +13.3% | -67.5% | -43.3% |
| 3M | -45.4% | +1.8% | -47.3% | -43.3% |
| 6M | -66.5% | +1.1% | -67.5% | -62.2% |
| YTD | +14.9% | +9.0% | +5.9% | +28.7% |
| 1Y | +22.5% | +3.4% | +19.2% | +40.5% |
| All | +22.5% | +1.0% | +21.5% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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