+482.2%
KORU vs XLY
-0.5%
+482.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.8% | +17.3% |
| 7D | +13.0% | -2.0% | +15.0% | +19.4% |
| 30D | +27.3% | -3.1% | +30.4% | +37.6% |
| 3M | -55.3% | -1.8% | -53.5% | -51.3% |
| 6M | +11.6% | -0.9% | +12.5% | +21.2% |
| YTD | +158.5% | -3.4% | +161.9% | +196.2% |
| 1Y | +482.2% | -1.5% | +483.7% | +573.6% |
| All | +482.2% | -0.5% | +482.6% | +573.6% |
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