+67.7%
KORU vs XRT
-2.4%
+70.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +3.7% |
| 7D | +20.1% | -2.4% | +22.5% | +24.1% |
| 30D | +47.5% | -6.9% | +54.4% | +61.0% |
| 3M | -30.1% | -0.4% | -29.6% | -31.5% |
| 6M | +20.1% | +2.2% | +17.9% | +19.6% |
| YTD | +166.6% | -0.7% | +167.3% | +178.4% |
| 1Y | +458.9% | -2.0% | +460.9% | +494.9% |
| 3Y | +531.8% | +41.0% | +490.7% | +341.5% |
| 5Y | +67.7% | -3.3% | +71.0% | +77.0% |
| All | +67.7% | -2.4% | +70.0% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling