+20.7%
XLK vs KORU
+20.3%
+0.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +0.6% |
| 7D | -7.6% | -24.3% | +16.7% | -4.5% |
| 30D | -12.2% | -54.2% | +42.1% | -4.4% |
| 3M | -5.5% | -45.4% | +40.0% | -1.0% |
| 6M | +9.2% | -66.5% | +75.6% | +12.3% |
| YTD | +23.0% | +14.9% | +8.1% | +0.1% |
| 1Y | +20.7% | +22.5% | -1.8% | -3.8% |
| All | +20.7% | +20.3% | +0.4% | -3.8% |
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