+482.2%
KORU vs EXPD
+57.8%
+424.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.5% | +13.1% |
| 7D | +13.0% | -1.1% | +14.1% | +13.5% |
| 30D | +27.3% | +4.1% | +23.2% | +26.0% |
| 3M | -55.3% | +17.9% | -73.2% | -57.0% |
| 6M | +11.6% | +29.2% | -17.6% | +4.5% |
| YTD | +158.5% | +27.4% | +131.2% | +143.8% |
| 1Y | +482.2% | +56.8% | +425.3% | +523.8% |
| All | +482.2% | +57.8% | +424.3% | +523.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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