+22.5%
KORU vs EXPE
+48.9%
-26.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +10.5% | -15.8% | -2.6% |
| 7D | -24.3% | +14.6% | -39.0% | -21.4% |
| 30D | -54.2% | +21.4% | -75.6% | -51.8% |
| 3M | -45.4% | +1.4% | -46.8% | -44.1% |
| 6M | -66.5% | +28.6% | -95.1% | -65.4% |
| YTD | +14.9% | +12.1% | +2.8% | +13.8% |
| 1Y | +22.5% | +50.0% | -27.5% | +19.1% |
| All | +22.5% | +48.9% | -26.4% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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