+16.6%
KORU vs XBI
+392.5%
-375.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.6% | -10.9% | -11.0% |
| 7D | +2.3% | -4.6% | +6.9% | +7.0% |
| 30D | +20.0% | -0.8% | +20.8% | +20.9% |
| 3M | -32.7% | +21.8% | -54.6% | -42.4% |
| 6M | +13.3% | +23.2% | -9.9% | +2.0% |
| YTD | +133.2% | +28.7% | +104.5% | +104.3% |
| 1Y | +357.3% | +67.8% | +289.5% | +219.1% |
| 3Y | +452.7% | +100.6% | +352.0% | +234.8% |
| 5Y | +47.2% | +19.8% | +27.4% | +36.1% |
| 10Y | +67.6% | +159.7% | -92.2% | -0.9% |
| All | +16.6% | +392.5% | -375.8% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling