+205.1%
CVX vs KORU
+32.9%
+172.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.4% | -14.7% | -2.8% |
| 7D | +3.3% | +13.0% | -9.7% | +1.7% |
| 30D | +12.9% | +27.3% | -14.4% | +8.4% |
| 3M | +11.7% | -55.3% | +67.0% | +12.2% |
| 6M | +14.1% | +11.6% | +2.5% | -8.1% |
| YTD | +40.7% | +158.5% | -117.9% | -5.2% |
| 1Y | +37.5% | +482.2% | -444.7% | -21.8% |
| 3Y | +43.9% | +471.9% | -428.0% | -25.6% |
| 5Y | +161.5% | +41.1% | +120.3% | +64.5% |
| 10Y | +215.1% | +80.2% | +134.9% | +41.9% |
| All | +205.1% | +32.9% | +172.1% | +33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling