+9.1%
XLV vs KORU
+8.0%
+1.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.5% | +12.0% | -0.7% |
| 7D | -4.4% | +2.3% | -6.7% | -4.3% |
| 30D | -1.4% | +20.0% | -21.4% | -1.1% |
| 3M | +8.9% | -32.7% | +41.6% | +8.6% |
| 6M | +9.1% | +13.3% | -4.2% | +2.2% |
| All | +9.1% | +8.0% | +1.1% | +2.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling