+482.2%
KORU vs XHB
-9.3%
+491.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.5% | +11.3% |
| 7D | +13.0% | -1.3% | +14.3% | +16.7% |
| 30D | +27.3% | -6.9% | +34.2% | +50.4% |
| 3M | -55.3% | -1.3% | -54.0% | -50.5% |
| 6M | +11.6% | -6.8% | +18.4% | +30.3% |
| YTD | +158.5% | +0.7% | +157.8% | +195.8% |
| 1Y | +482.2% | -11.2% | +493.4% | +597.6% |
| All | +482.2% | -9.3% | +491.4% | +597.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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