+22.5%
KORU vs COPX
+31.7%
-9.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.2% | -14.5% |
| 7D | -24.3% | -3.0% | -21.4% | -19.0% |
| 30D | -54.2% | -13.6% | -40.6% | -34.6% |
| 3M | -45.4% | -11.2% | -34.2% | -26.4% |
| 6M | -66.5% | -2.4% | -64.1% | -50.1% |
| YTD | +14.9% | +4.2% | +10.7% | +95.3% |
| 1Y | +22.5% | +32.2% | -9.6% | +51.6% |
| All | +22.5% | +31.7% | -9.2% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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