+482.2%
KORU vs XPO
+53.4%
+428.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +4.5% | +8.9% | +8.8% |
| 7D | +13.0% | +2.4% | +10.6% | +10.8% |
| 30D | +27.3% | -3.5% | +30.8% | +35.0% |
| 3M | -55.3% | -11.9% | -43.4% | -48.0% |
| 6M | +11.6% | -10.0% | +21.6% | +24.8% |
| YTD | +158.5% | +42.1% | +116.5% | +159.6% |
| 1Y | +482.2% | +47.6% | +434.6% | +486.8% |
| All | +482.2% | +53.4% | +428.7% | +486.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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