+56.9%
KORU vs XLRE
+8.4%
+48.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +7.7% |
| 7D | -1.7% | -1.2% | -0.5% | +0.2% |
| 30D | +13.5% | -2.4% | +15.9% | +17.8% |
| 3M | -45.2% | -2.5% | -42.7% | -46.4% |
| 6M | +17.1% | +4.0% | +13.2% | +3.2% |
| YTD | +154.1% | +9.3% | +144.9% | +107.0% |
| 1Y | +375.7% | +5.6% | +370.1% | +308.1% |
| 3Y | +474.0% | +31.3% | +442.7% | +253.2% |
| All | +56.9% | +8.4% | +48.5% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 5y: compounded portfolio wealth divided by compounded XLRE 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…
5y analysis · Full analysis span regression · 6 months rolling