+163.9%
XLE vs KORU
-32.4%
+196.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.7% | +1.1% |
| 7D | -6.7% | -34.5% | +27.8% | -3.3% |
| 30D | -4.4% | -59.6% | +55.2% | +3.5% |
| 3M | +4.0% | -56.1% | +60.1% | +8.8% |
| 6M | +13.2% | -84.7% | +97.9% | +20.7% |
| YTD | +41.9% | -20.6% | +62.5% | +3.2% |
| 1Y | +41.6% | -13.9% | +55.5% | +0.8% |
| 3Y | +64.0% | +114.9% | -50.9% | -13.4% |
| 5Y | +158.1% | -36.0% | +194.1% | +61.0% |
| 10Y | +163.9% | -27.8% | +191.8% | +25.9% |
| All | +163.9% | -32.4% | +196.4% | +25.9% |
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