+47.2%
KORU vs XME
+167.8%
-120.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.7% | -8.8% | -6.6% |
| 7D | +2.3% | -3.0% | +5.4% | +8.0% |
| 30D | +20.0% | -2.6% | +22.6% | +27.6% |
| 3M | -32.7% | +2.2% | -34.9% | -26.7% |
| 6M | +13.3% | +0.7% | +12.6% | +46.8% |
| YTD | +133.2% | +10.9% | +122.3% | +178.6% |
| 1Y | +357.3% | +35.7% | +321.6% | +318.1% |
| 3Y | +452.7% | +127.1% | +325.5% | +171.2% |
| 5Y | +47.2% | +168.5% | -121.3% | -40.0% |
| All | +47.2% | +167.8% | -120.6% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling