+67.7%
KORU vs EXR
-13.9%
+81.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +3.3% |
| 7D | +20.1% | -3.1% | +23.2% | +22.5% |
| 30D | +47.5% | -7.5% | +55.0% | +55.4% |
| 3M | -30.1% | -7.5% | -22.6% | -29.4% |
| 6M | +20.1% | -5.2% | +25.3% | +20.3% |
| YTD | +166.6% | +6.5% | +160.1% | +147.6% |
| 1Y | +458.9% | -2.0% | +461.0% | +448.3% |
| 3Y | +531.8% | +21.5% | +510.2% | +422.7% |
| 5Y | +67.7% | -11.5% | +79.2% | +74.1% |
| All | +67.7% | -13.9% | +81.5% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling