+482.2%
KORU vs COPX
+84.7%
+397.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.1% | +14.9% |
| 7D | +13.0% | -4.0% | +17.0% | +23.7% |
| 30D | +27.3% | +4.5% | +22.7% | +15.0% |
| 3M | -55.3% | +0.8% | -56.1% | -45.9% |
| 6M | +11.6% | +3.2% | +8.4% | +37.0% |
| YTD | +158.5% | +26.7% | +131.8% | +169.1% |
| 1Y | +482.2% | +85.7% | +396.5% | +433.2% |
| All | +482.2% | +84.7% | +397.5% | +433.2% |
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