+82.9%
KORU vs XHB
+215.4%
-132.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +6.5% |
| 7D | -1.7% | -4.6% | +2.9% | +6.1% |
| 30D | +13.5% | -9.1% | +22.7% | +33.3% |
| 3M | -45.2% | -8.6% | -36.6% | -34.5% |
| 6M | +17.1% | -4.0% | +21.2% | +43.5% |
| YTD | +154.1% | -3.9% | +158.1% | +212.4% |
| 1Y | +375.7% | -16.5% | +392.1% | +603.1% |
| 3Y | +474.0% | +22.6% | +451.4% | +362.7% |
| 5Y | +60.4% | +33.9% | +26.5% | +16.5% |
| All | +82.9% | +215.4% | -132.5% | -49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling