+22.5%
KORU vs XLY
+3.2%
+19.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.3% | -9.5% | -17.1% |
| 7D | -24.3% | +6.1% | -30.4% | -37.5% |
| 30D | -54.2% | +10.8% | -65.0% | -66.9% |
| 3M | -45.4% | +3.6% | -49.1% | -51.9% |
| 6M | -66.5% | +4.4% | -70.8% | -69.0% |
| YTD | +14.9% | +3.1% | +11.8% | +6.0% |
| 1Y | +22.5% | +3.6% | +19.0% | +11.1% |
| All | +22.5% | +3.2% | +19.4% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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