+16.6%
KORU vs COPX
+228.2%
-211.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -7.0% | -5.5% | -3.0% |
| 7D | +2.3% | -2.9% | +5.2% | +6.7% |
| 30D | +20.0% | 0.0% | +20.0% | +21.2% |
| 3M | -32.7% | +14.8% | -47.5% | -36.8% |
| 6M | +13.3% | +7.0% | +6.3% | +38.2% |
| YTD | +133.2% | +23.8% | +109.4% | +150.1% |
| 1Y | +357.3% | +75.7% | +281.6% | +218.5% |
| 3Y | +452.7% | +156.4% | +296.3% | +147.2% |
| 5Y | +47.2% | +167.6% | -120.4% | -32.4% |
| 10Y | +67.6% | +569.1% | -501.6% | -67.9% |
| All | +16.6% | +228.2% | -211.5% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling