+357.3%
KORU vs EXC
+4.5%
+352.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.7% | -11.8% | -13.6% |
| 7D | +2.3% | -1.6% | +4.0% | -0.2% |
| 30D | +20.0% | -2.4% | +22.4% | +15.6% |
| 3M | -32.7% | -4.0% | -28.8% | -35.3% |
| 6M | +13.3% | -9.8% | +23.1% | +15.0% |
| YTD | +133.2% | +2.3% | +130.9% | +142.8% |
| 1Y | +357.3% | +3.8% | +353.4% | +453.8% |
| All | +357.3% | +4.5% | +352.8% | +453.8% |
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