+53.8%
XLE vs KORU
+461.0%
-407.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.9% |
| 7D | +0.3% | +20.1% | -19.8% | +0.7% |
| 30D | +8.5% | +47.5% | -38.9% | +9.4% |
| 3M | +14.6% | -30.1% | +44.7% | +14.9% |
| 6M | +17.6% | +20.1% | -2.6% | +18.3% |
| YTD | +48.1% | +166.6% | -118.5% | +41.3% |
| 1Y | +53.8% | +458.9% | -405.1% | +44.6% |
| All | +53.8% | +461.0% | -407.2% | +44.6% |
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