-3.3%
KORU vs EXR
+25.3%
-28.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | +11.1% | -0.4% | +11.6% | +11.2% |
| 30D | -40.6% | +18.2% | -58.8% | -41.9% |
| 3M | -63.9% | +7.3% | -71.2% | -63.7% |
| 6M | -82.8% | +13.8% | -96.6% | -85.0% |
| YTD | -15.4% | +25.9% | -41.3% | -30.0% |
| 1Y | -3.3% | +25.8% | -29.1% | -19.7% |
| All | -3.3% | +25.3% | -28.5% | -19.7% |
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