+482.2%
KORU vs XLB
+17.4%
+464.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +14.5% |
| 7D | +13.0% | -1.4% | +14.4% | +18.1% |
| 30D | +27.3% | -0.4% | +27.7% | +28.3% |
| 3M | -55.3% | +2.0% | -57.3% | -56.5% |
| 6M | +11.6% | +1.8% | +9.8% | +14.3% |
| YTD | +158.5% | +16.6% | +142.0% | +131.2% |
| 1Y | +482.2% | +16.9% | +465.2% | +412.7% |
| All | +482.2% | +17.4% | +464.8% | +412.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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