+375.7%
KORU vs XLU
+3.1%
+372.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.2% |
| 7D | -1.7% | -1.6% | -0.1% | -0.5% |
| 30D | +13.5% | -3.3% | +16.8% | +16.5% |
| 3M | -45.2% | -3.2% | -42.0% | -44.7% |
| 6M | +17.1% | -7.0% | +24.1% | +26.9% |
| YTD | +154.1% | +0.6% | +153.5% | +152.8% |
| 1Y | +375.7% | +2.4% | +373.2% | +424.1% |
| All | +375.7% | +3.1% | +372.6% | +424.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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