+166.9%
XLE vs KORU
-38.2%
+205.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +1.2% |
| 7D | +5.4% | +11.1% | -5.7% | +4.9% |
| 30D | -3.9% | -40.6% | +36.7% | -2.8% |
| 3M | +7.0% | -63.9% | +70.9% | +9.5% |
| 6M | +14.2% | -82.8% | +97.0% | +16.5% |
| YTD | +48.2% | -15.4% | +63.6% | +24.1% |
| 1Y | +47.7% | -3.3% | +50.9% | +21.6% |
| 3Y | +70.0% | +136.2% | -66.2% | +17.0% |
| All | +166.9% | -38.2% | +205.1% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling