+47.0%
CVX vs KORU
+20.3%
+26.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -3.9% |
| 7D | -5.3% | -24.3% | +19.0% | -6.3% |
| 30D | +5.1% | -54.2% | +59.3% | +2.4% |
| 3M | +14.9% | -45.4% | +60.4% | +13.5% |
| 6M | +14.9% | -66.5% | +81.3% | +14.8% |
| YTD | +46.3% | +14.9% | +31.4% | +43.9% |
| 1Y | +47.0% | +22.5% | +24.5% | +45.2% |
| All | +47.0% | +20.3% | +26.7% | +45.2% |
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 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