+225.7%
XLE vs KORU
+55.4%
+170.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.0% |
| 7D | 0.0% | +24.3% | -24.3% | -0.9% |
| 30D | +12.6% | +37.3% | -24.7% | +10.7% |
| 3M | +11.8% | -32.8% | +44.6% | +10.8% |
| 6M | +16.1% | +36.9% | -20.8% | +3.1% |
| YTD | +46.9% | +162.6% | -115.8% | +18.7% |
| 1Y | +53.3% | +467.0% | -413.8% | +11.8% |
| 3Y | +54.9% | +522.4% | -467.4% | +4.3% |
| 5Y | +225.7% | +57.9% | +167.8% | +157.4% |
| All | +225.7% | +55.4% | +170.3% | +157.4% |
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