+26.9%
XLV vs KORU
+487.7%
-460.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +13.4% | -14.5% | -1.0% |
| 7D | +0.2% | +13.0% | -12.8% | +0.2% |
| 30D | +4.4% | +27.3% | -22.8% | +4.5% |
| 3M | +13.2% | -55.3% | +68.5% | +13.6% |
| 6M | +10.1% | +11.6% | -1.5% | +5.5% |
| YTD | +11.7% | +158.5% | -146.8% | +5.7% |
| 1Y | +26.9% | +482.2% | -455.2% | +16.7% |
| All | +26.9% | +487.7% | -460.8% | +16.7% |
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 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