+82.9%
KORU vs XYZ
+610.4%
-527.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -4.3% | +2.6% | +0.9% |
| 30D | +13.5% | +1.2% | +12.3% | +12.9% |
| 3M | -45.2% | +14.6% | -59.9% | -49.6% |
| 6M | +17.1% | +22.6% | -5.4% | +9.1% |
| YTD | +154.1% | +21.7% | +132.4% | +131.9% |
| 1Y | +375.7% | +6.7% | +369.0% | +364.9% |
| 3Y | +474.0% | +46.8% | +427.2% | +327.5% |
| 5Y | +60.4% | -68.0% | +128.5% | +156.4% |
| All | +82.9% | +610.4% | -527.5% | -52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling