+31.4%
KORU vs XME
+266.3%
-235.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.2% |
| 7D | +24.3% | +3.6% | +20.7% | +18.9% |
| 30D | +37.3% | +3.6% | +33.7% | +32.9% |
| 3M | -32.8% | +1.2% | -34.0% | -26.7% |
| 6M | +36.9% | +9.0% | +27.9% | +56.0% |
| YTD | +162.6% | +15.9% | +146.7% | +189.7% |
| 1Y | +467.0% | +43.2% | +423.8% | +389.5% |
| 3Y | +522.4% | +137.4% | +385.0% | +218.6% |
| 5Y | +57.9% | +185.0% | -127.2% | -30.8% |
| 10Y | +70.8% | +409.5% | -338.7% | -57.2% |
| All | +31.4% | +266.3% | -235.0% | -58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling