+22.5%
KORU vs XME
+5.2%
+17.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -2.5% |
| 7D | -24.3% | -5.5% | -18.9% | -10.6% |
| 30D | -54.2% | -11.1% | -43.1% | -34.6% |
| 3M | -45.4% | -11.1% | -34.3% | -21.4% |
| 6M | -66.5% | -18.0% | -48.5% | -19.3% |
| YTD | +14.9% | -7.4% | +22.3% | +163.9% |
| 1Y | +22.5% | +6.7% | +15.9% | +138.6% |
| All | +22.5% | +5.2% | +17.3% | +138.6% |
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