+91.6%
KORU vs EXPD
+316.4%
-224.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.1% |
| 7D | +20.1% | +1.2% | +18.9% | +18.6% |
| 30D | +47.5% | +5.2% | +42.3% | +40.7% |
| 3M | -30.1% | +13.2% | -43.3% | -39.2% |
| 6M | +20.1% | +30.3% | -10.2% | -11.6% |
| YTD | +166.6% | +27.0% | +139.6% | +93.9% |
| 1Y | +458.9% | +57.3% | +401.6% | +199.9% |
| 3Y | +531.8% | +70.0% | +461.8% | +197.0% |
| 5Y | +67.7% | +61.6% | +6.1% | -16.2% |
| 10Y | +91.6% | +321.1% | -229.5% | -64.9% |
| All | +91.6% | +316.4% | -224.8% | -64.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling