+49.9%
XLE vs KORU
+20.3%
+29.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.3% | +0.5% | -4.9% |
| 7D | -7.2% | -24.3% | +17.1% | -7.7% |
| 30D | +0.1% | -54.2% | +54.3% | -1.3% |
| 3M | +9.2% | -45.4% | +54.6% | +8.4% |
| 6M | +8.4% | -66.5% | +74.8% | +8.0% |
| YTD | +44.9% | +14.9% | +30.0% | +37.3% |
| 1Y | +49.9% | +22.5% | +27.3% | +42.2% |
| All | +49.9% | +20.3% | +29.5% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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