+181.3%
XLE vs KORU
+81.6%
+99.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.7% |
| 7D | +0.3% | +20.1% | -19.8% | -2.0% |
| 30D | +8.5% | +47.5% | -38.9% | +2.4% |
| 3M | +14.6% | -30.1% | +44.7% | +10.5% |
| 6M | +17.6% | +20.1% | -2.6% | -6.7% |
| YTD | +48.1% | +166.6% | -118.5% | -2.7% |
| 1Y | +53.8% | +458.9% | -405.1% | -14.6% |
| 3Y | +56.2% | +531.8% | -475.5% | -24.0% |
| 5Y | +227.7% | +67.7% | +160.0% | +95.5% |
| 10Y | +181.3% | +91.6% | +89.7% | +22.7% |
| All | +181.3% | +81.6% | +99.7% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling