+22.5%
KORU vs XYZ
+19.9%
+2.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +15.3% | -20.6% | -17.0% |
| 7D | -24.3% | +16.5% | -40.8% | -34.4% |
| 30D | -54.2% | +15.0% | -69.2% | -60.1% |
| 3M | -45.4% | +3.5% | -49.0% | -47.4% |
| 6M | -66.5% | +21.9% | -88.3% | -71.8% |
| YTD | +14.9% | +34.6% | -19.7% | -7.3% |
| 1Y | +22.5% | +20.7% | +1.8% | +3.4% |
| All | +22.5% | +19.9% | +2.7% | +3.4% |
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