+33.3%
KORU vs XPO
+3,252.7%
-3,219.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +3.4% |
| 7D | +20.1% | -0.9% | +21.0% | +20.9% |
| 30D | +47.5% | -8.1% | +55.6% | +57.2% |
| 3M | -30.1% | -19.0% | -11.0% | -18.8% |
| 6M | +20.1% | -5.2% | +25.3% | +31.0% |
| YTD | +166.6% | +35.6% | +131.0% | +134.3% |
| 1Y | +458.9% | +41.1% | +417.8% | +370.3% |
| 3Y | +531.8% | +157.9% | +373.8% | +245.2% |
| 5Y | +67.7% | +265.6% | -198.0% | -28.1% |
| 10Y | +91.6% | +1,516.8% | -1,425.3% | -56.7% |
| All | +33.3% | +3,252.7% | -3,219.3% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling