+482.2%
KORU vs XME
+46.4%
+435.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.2% | +12.9% |
| 7D | +13.0% | -0.1% | +13.1% | +13.5% |
| 30D | +27.3% | +6.0% | +21.3% | +11.1% |
| 3M | -55.3% | -7.7% | -47.5% | -36.2% |
| 6M | +11.6% | +1.0% | +10.6% | +45.4% |
| YTD | +158.5% | +14.6% | +143.9% | +210.7% |
| 1Y | +482.2% | +46.0% | +436.2% | +445.0% |
| All | +482.2% | +46.4% | +435.8% | +445.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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