+148.7%
XLK vs KORU
+58.1%
+90.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.0% | -7.7% | -0.2% |
| 7D | +0.2% | -1.7% | +1.9% | +0.3% |
| 30D | -0.6% | +13.5% | -14.2% | -4.0% |
| 3M | +2.6% | -45.2% | +47.8% | +5.2% |
| 6M | +34.0% | +17.1% | +16.8% | +7.4% |
| YTD | +30.7% | +154.1% | -123.5% | -15.5% |
| 1Y | +39.2% | +375.7% | -336.5% | -23.6% |
| 3Y | +120.4% | +474.0% | -353.6% | +4.7% |
| All | +148.7% | +58.1% | +90.6% | +44.7% |
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