+33.3%
KORU vs XLI
+424.6%
-391.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +5.1% |
| 7D | +20.1% | -0.6% | +20.7% | +21.7% |
| 30D | +47.5% | -6.9% | +54.4% | +76.2% |
| 3M | -30.1% | -1.9% | -28.1% | -18.5% |
| 6M | +20.1% | +1.0% | +19.1% | +43.2% |
| YTD | +166.6% | +11.3% | +155.3% | +167.3% |
| 1Y | +458.9% | +15.8% | +443.1% | +419.4% |
| 3Y | +531.8% | +69.8% | +461.9% | +171.4% |
| 5Y | +67.7% | +80.9% | -13.2% | -29.8% |
| 10Y | +91.6% | +257.2% | -165.7% | -74.3% |
| All | +33.3% | +424.6% | -391.3% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling