-3.8%
KORU vs EXPD
+41.2%
-45.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.4% |
| 7D | +24.3% | +3.6% | +20.7% | +20.9% |
| 30D | -44.8% | +0.3% | -45.1% | -43.6% |
| 3M | -60.0% | +6.1% | -66.1% | -60.4% |
| 6M | -78.7% | +27.4% | -106.0% | -80.5% |
| YTD | -10.6% | +32.0% | -42.5% | -25.8% |
| 1Y | -3.8% | +40.5% | -44.3% | -22.4% |
| All | -3.8% | +41.2% | -45.0% | -22.4% |
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