+482.2%
KORU vs XYZ
+9.3%
+472.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.2% | +14.1% |
| 7D | +13.0% | -1.0% | +14.0% | +14.0% |
| 30D | +27.3% | -1.7% | +29.0% | +29.6% |
| 3M | -55.3% | +16.7% | -72.0% | -60.3% |
| 6M | +11.6% | +26.9% | -15.3% | -5.2% |
| YTD | +158.5% | +27.1% | +131.4% | +123.7% |
| 1Y | +482.2% | +9.3% | +472.9% | +479.1% |
| All | +482.2% | +9.3% | +472.9% | +479.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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