+474.0%
KORU vs KRE
+84.3%
+389.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.9% |
| 7D | -1.7% | -1.8% | +0.1% | -0.3% |
| 30D | +13.5% | -4.5% | +18.0% | +17.8% |
| 3M | -45.2% | +2.7% | -47.9% | -47.5% |
| 6M | +17.1% | +16.9% | +0.3% | +1.5% |
| YTD | +154.1% | +15.4% | +138.8% | +123.1% |
| 1Y | +375.7% | +16.1% | +359.6% | +312.1% |
| 3Y | +474.0% | +85.7% | +388.3% | +215.3% |
| All | +474.0% | +84.3% | +389.7% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 3y: compounded portfolio wealth divided by compounded KRE 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…
3y analysis · Full analysis span regression · 6 months rolling