+31.4%
KORU vs XHB
+281.2%
-249.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +5.3% |
| 7D | +24.3% | +0.2% | +24.1% | +24.0% |
| 30D | +37.3% | -9.1% | +46.4% | +59.5% |
| 3M | -32.8% | -2.3% | -30.5% | -27.0% |
| 6M | +36.9% | -4.1% | +41.0% | +66.3% |
| YTD | +162.6% | -1.7% | +164.3% | +209.6% |
| 1Y | +467.0% | -15.1% | +482.1% | +707.5% |
| 3Y | +522.4% | +26.8% | +495.5% | +380.7% |
| 5Y | +57.9% | +37.3% | +20.5% | +12.0% |
| 10Y | +70.8% | +205.7% | -134.9% | -56.7% |
| All | +31.4% | +281.2% | -249.9% | -72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling