+22.5%
KORU vs XEL
+1.7%
+20.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -4.3% |
| 7D | -24.3% | +4.3% | -28.6% | -22.9% |
| 30D | -54.2% | +12.6% | -66.8% | -53.3% |
| 3M | -45.4% | +4.4% | -49.8% | -44.8% |
| 6M | -66.5% | +0.7% | -67.2% | -65.4% |
| YTD | +14.9% | +11.5% | +3.4% | +10.3% |
| 1Y | +22.5% | +1.7% | +20.8% | +18.6% |
| All | +22.5% | +1.7% | +20.8% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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