+375.7%
KORU vs XLB
+14.5%
+361.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +7.8% |
| 7D | -1.7% | -2.8% | +1.1% | +8.0% |
| 30D | +13.5% | -3.1% | +16.6% | +26.0% |
| 3M | -45.2% | -0.2% | -45.0% | -46.2% |
| 6M | +17.1% | +3.1% | +14.1% | +19.0% |
| YTD | +154.1% | +13.3% | +140.9% | +148.2% |
| 1Y | +375.7% | +12.0% | +363.6% | +362.3% |
| All | +375.7% | +14.5% | +361.2% | +362.3% |
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