+22.5%
KORU vs XHB
+5.8%
+16.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.4% | -10.7% | -16.2% |
| 7D | -24.3% | +9.7% | -34.1% | -40.1% |
| 30D | -54.2% | +11.7% | -65.9% | -66.5% |
| 3M | -45.4% | -1.4% | -44.1% | -44.4% |
| 6M | -66.5% | +6.8% | -73.2% | -68.7% |
| YTD | +14.9% | +5.5% | +9.4% | +13.8% |
| 1Y | +22.5% | +5.1% | +17.4% | +21.6% |
| All | +22.5% | +5.8% | +16.7% | +21.6% |
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