+31.4%
KORU vs KRE
+223.0%
-191.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.8% |
| 7D | +24.3% | +2.3% | +22.0% | +21.6% |
| 30D | +37.3% | -2.5% | +39.8% | +41.1% |
| 3M | -32.8% | +6.2% | -39.0% | -38.1% |
| 6M | +36.9% | +15.8% | +21.1% | +16.8% |
| YTD | +162.6% | +16.0% | +146.6% | +124.4% |
| 1Y | +467.0% | +16.2% | +450.9% | +377.4% |
| 3Y | +522.4% | +86.4% | +436.0% | +212.5% |
| 5Y | +57.9% | +33.0% | +24.9% | +15.7% |
| 10Y | +70.8% | +123.0% | -52.2% | -27.1% |
| All | +31.4% | +223.0% | -191.7% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling