+482.2%
KORU vs XRT
+3.4%
+478.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +11.5% |
| 7D | +13.0% | +0.8% | +12.2% | +11.5% |
| 30D | +27.3% | -4.2% | +31.5% | +37.7% |
| 3M | -55.3% | +5.1% | -60.4% | -62.3% |
| 6M | +11.6% | +2.4% | +9.2% | +0.5% |
| YTD | +158.5% | +3.2% | +155.3% | +132.7% |
| 1Y | +482.2% | +1.5% | +480.6% | +421.2% |
| All | +482.2% | +3.4% | +478.8% | +421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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