+22.5%
KORU vs XBI
+47.5%
-25.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.7% | -7.9% | -11.2% |
| 7D | -24.3% | +1.0% | -25.3% | -26.1% |
| 30D | -54.2% | +1.9% | -56.1% | -55.6% |
| 3M | -45.4% | +4.8% | -50.2% | -52.5% |
| 6M | -66.5% | +19.3% | -85.7% | -76.2% |
| YTD | +14.9% | +30.6% | -15.7% | -24.4% |
| 1Y | +22.5% | +47.9% | -25.4% | -31.3% |
| All | +22.5% | +47.5% | -25.0% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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