+375.7%
KORU vs XHB
-14.9%
+390.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +5.3% |
| 7D | -1.7% | -4.6% | +2.9% | +9.7% |
| 30D | +13.5% | -9.1% | +22.7% | +42.7% |
| 3M | -45.2% | -8.6% | -36.6% | -29.8% |
| 6M | +17.1% | -4.0% | +21.2% | +43.0% |
| YTD | +154.1% | -3.9% | +158.1% | +225.0% |
| 1Y | +375.7% | -16.5% | +392.1% | +573.5% |
| All | +375.7% | -14.9% | +390.6% | +573.5% |
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