+22.5%
KORU vs EXPD
+53.8%
-31.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.2% | -2.0% | -3.1% |
| 7D | -24.3% | +0.3% | -24.6% | -24.4% |
| 30D | -54.2% | +1.8% | -56.1% | -54.8% |
| 3M | -45.4% | +8.9% | -54.4% | -48.0% |
| 6M | -66.5% | +42.2% | -108.7% | -71.6% |
| YTD | +14.9% | +33.4% | -18.5% | -10.3% |
| 1Y | +22.5% | +47.2% | -24.6% | -18.1% |
| All | +22.5% | +53.8% | -31.3% | -18.1% |
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