+16.6%
KORU vs XLU
+229.3%
-212.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.5% | -11.3% |
| 7D | +2.3% | -1.2% | +3.5% | +4.0% |
| 30D | +20.0% | -2.5% | +22.6% | +23.8% |
| 3M | -32.7% | -2.7% | -30.0% | -31.2% |
| 6M | +13.3% | -7.5% | +20.8% | +21.6% |
| YTD | +133.2% | +0.9% | +132.3% | +127.9% |
| 1Y | +357.3% | +3.3% | +354.0% | +333.8% |
| 3Y | +452.7% | +47.3% | +405.4% | +238.7% |
| 5Y | +47.2% | +44.4% | +2.8% | -7.0% |
| 10Y | +67.6% | +140.8% | -73.2% | -34.2% |
| All | +16.6% | +229.3% | -212.6% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling