+375.7%
KORU vs XME
+34.9%
+340.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.0% | +10.0% | +11.4% |
| 7D | -1.7% | -4.2% | +2.5% | +9.5% |
| 30D | +13.5% | -2.7% | +16.2% | +23.7% |
| 3M | -45.2% | -3.9% | -41.3% | -33.5% |
| 6M | +17.1% | -1.0% | +18.1% | +63.7% |
| YTD | +154.1% | +9.8% | +144.3% | +240.5% |
| 1Y | +375.7% | +32.5% | +343.1% | +406.3% |
| All | +375.7% | +34.9% | +340.8% | +406.3% |
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