-57.6%
KORU vs EXPD
+515.9%
-573.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.7% | +8.6% | +8.2% |
| 7D | -25.8% | -5.5% | -20.4% | -18.6% |
| 30D | -56.9% | -1.9% | -55.0% | -54.8% |
| 3M | -55.7% | +6.1% | -61.8% | -57.1% |
| 6M | -83.7% | +21.6% | -105.3% | -86.6% |
| YTD | -15.3% | +27.9% | -43.2% | -37.3% |
| 1Y | +3.4% | +39.4% | -36.0% | -31.0% |
| 3Y | +133.8% | +72.7% | +61.1% | +11.9% |
| 5Y | -35.4% | +60.3% | -95.7% | -65.5% |
| 10Y | -27.3% | +332.6% | -359.9% | -87.6% |
| All | -57.6% | +515.9% | -573.6% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling