+450.6%
KORU vs EXPD
+54.9%
+395.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.2% |
| 7D | +24.3% | -0.9% | +25.2% | +24.8% |
| 30D | +37.3% | +4.1% | +33.3% | +36.1% |
| 3M | -32.8% | +13.8% | -46.6% | -34.8% |
| 6M | +36.9% | +27.3% | +9.6% | +28.8% |
| YTD | +162.6% | +25.4% | +137.2% | +148.8% |
| All | +450.6% | +54.9% | +395.7% | +485.7% |
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