+56.9%
KORU vs XPO
+261.3%
-204.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.0% |
| 7D | -1.7% | -5.7% | +4.0% | +2.5% |
| 30D | +13.5% | -12.8% | +26.3% | +26.8% |
| 3M | -45.2% | -20.0% | -25.2% | -34.9% |
| 6M | +17.1% | -6.0% | +23.2% | +30.2% |
| YTD | +154.1% | +34.0% | +120.1% | +123.7% |
| 1Y | +375.7% | +35.6% | +340.1% | +306.1% |
| 3Y | +474.0% | +152.3% | +321.7% | +179.8% |
| All | +56.9% | +261.3% | -204.3% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling