+426.7%
KORU vs XYZ
+46.5%
+380.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.4% | -12.1% | -12.3% |
| 7D | +2.3% | -5.2% | +7.5% | +5.8% |
| 30D | +20.0% | 0.0% | +20.0% | +20.1% |
| 3M | -32.7% | +18.7% | -51.4% | -39.5% |
| 6M | +13.3% | +20.5% | -7.2% | +5.7% |
| YTD | +133.2% | +21.5% | +111.7% | +113.2% |
| 1Y | +357.3% | +7.2% | +350.1% | +345.5% |
| All | +426.7% | +46.5% | +380.2% | +268.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling