+482.2%
KORU vs XYL
-23.4%
+505.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.5% | +15.7% |
| 7D | +13.0% | -5.0% | +18.0% | +19.8% |
| 30D | +27.3% | -13.2% | +40.5% | +50.0% |
| 3M | -55.3% | -3.7% | -51.6% | -57.3% |
| 6M | +11.6% | -17.7% | +29.3% | +36.6% |
| YTD | +158.5% | -21.5% | +180.1% | +216.7% |
| 1Y | +482.2% | -24.5% | +506.6% | +672.2% |
| All | +482.2% | -23.4% | +505.5% | +672.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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