+22.5%
KORU vs XLI
+12.2%
+10.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | +0.5% |
| 7D | -24.3% | +0.6% | -24.9% | -26.4% |
| 30D | -54.2% | -0.4% | -53.8% | -53.3% |
| 3M | -45.4% | -8.8% | -36.6% | -5.6% |
| 6M | -66.5% | -0.4% | -66.1% | -54.2% |
| YTD | +14.9% | +10.1% | +4.8% | +32.8% |
| 1Y | +22.5% | +12.3% | +10.2% | +34.2% |
| All | +22.5% | +12.2% | +10.3% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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