+357.3%
KORU vs XRT
-2.3%
+359.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -10.9% |
| 7D | +2.3% | -3.6% | +5.9% | +10.0% |
| 30D | +20.0% | -6.7% | +26.7% | +35.9% |
| 3M | -32.7% | -1.4% | -31.3% | -36.4% |
| 6M | +13.3% | +1.7% | +11.6% | +4.3% |
| YTD | +133.2% | -1.5% | +134.7% | +129.3% |
| 1Y | +357.3% | -2.5% | +359.7% | +348.9% |
| All | +357.3% | -2.3% | +359.6% | +348.9% |
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