+37.5%
CVX vs KORU
+487.7%
-450.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.4% | -14.7% | -0.8% |
| 7D | +3.3% | +13.0% | -9.7% | +3.8% |
| 30D | +12.9% | +27.3% | -14.4% | +14.2% |
| 3M | +11.7% | -55.3% | +67.0% | +11.5% |
| 6M | +14.1% | +11.6% | +2.5% | +18.1% |
| YTD | +40.7% | +158.5% | -117.9% | +40.6% |
| 1Y | +37.5% | +482.2% | -444.7% | +34.3% |
| All | +37.5% | +487.7% | -450.2% | +34.3% |
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