+33.3%
KORU vs XEL
+285.5%
-252.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.1% |
| 7D | +20.1% | +0.9% | +19.2% | +19.3% |
| 30D | +47.5% | -0.9% | +48.4% | +48.2% |
| 3M | -30.1% | -1.4% | -28.6% | -30.5% |
| 6M | +20.1% | -5.8% | +25.9% | +21.6% |
| YTD | +166.6% | +4.7% | +161.9% | +150.4% |
| 1Y | +458.9% | +9.1% | +449.9% | +402.3% |
| 3Y | +531.8% | +47.8% | +483.9% | +329.9% |
| 5Y | +67.7% | +29.0% | +38.7% | +26.6% |
| 10Y | +91.6% | +154.0% | -62.4% | -8.3% |
| All | +33.3% | +285.5% | -252.2% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling