+22.5%
KORU vs XPO
+38.8%
-16.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -3.4% |
| 7D | -24.3% | +3.5% | -27.8% | -28.0% |
| 30D | -54.2% | +2.8% | -57.1% | -56.7% |
| 3M | -45.4% | -7.5% | -38.0% | -39.8% |
| 6M | -66.5% | -5.9% | -60.5% | -62.0% |
| YTD | +14.9% | +38.4% | -23.5% | +12.7% |
| 1Y | +22.5% | +33.7% | -11.2% | +20.6% |
| All | +22.5% | +38.8% | -16.2% | +20.6% |
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