+29.3%
KORU vs XRT
+198.7%
-169.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +12.1% |
| 7D | +13.0% | +0.8% | +12.2% | +12.0% |
| 30D | +27.3% | -4.2% | +31.5% | +34.0% |
| 3M | -55.3% | +5.1% | -60.4% | -58.6% |
| 6M | +11.6% | +2.4% | +9.2% | +11.7% |
| YTD | +158.5% | +3.2% | +155.3% | +158.3% |
| 1Y | +482.2% | +1.5% | +480.6% | +495.1% |
| 3Y | +471.9% | +40.6% | +431.3% | +297.6% |
| 5Y | +41.1% | -1.0% | +42.1% | +56.4% |
| 10Y | +80.2% | +128.4% | -48.2% | -46.1% |
| All | +29.3% | +198.7% | -169.4% | -71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling