+482.2%
KORU vs EXR
+1.1%
+481.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.7% | +13.7% |
| 7D | +13.0% | -2.6% | +15.6% | +13.7% |
| 30D | +27.3% | -7.2% | +34.5% | +29.7% |
| 3M | -55.3% | -3.5% | -51.8% | -57.8% |
| 6M | +11.6% | -5.3% | +16.9% | +2.9% |
| YTD | +158.5% | +9.4% | +149.2% | +129.7% |
| 1Y | +482.2% | +1.3% | +480.8% | +440.8% |
| All | +482.2% | +1.1% | +481.1% | +440.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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