-3.3%
KORU vs XLB
+20.6%
-23.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -4.7% |
| 7D | +11.1% | +0.5% | +10.6% | +10.0% |
| 30D | -40.6% | +5.2% | -45.8% | -49.0% |
| 3M | -63.9% | +0.3% | -64.2% | -63.0% |
| 6M | -82.8% | +1.2% | -84.0% | -82.1% |
| YTD | -15.4% | +16.6% | -32.0% | -23.2% |
| 1Y | -3.3% | +21.4% | -24.7% | -14.4% |
| All | -3.3% | +20.6% | -23.9% | -14.4% |
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