+22.5%
KORU vs DVN
+39.9%
-17.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.3% | +2.1% | -10.8% |
| 7D | -24.3% | -13.9% | -10.4% | -32.6% |
| 30D | -54.2% | -8.0% | -46.2% | -56.6% |
| 3M | -45.4% | +0.8% | -46.3% | -43.1% |
| 6M | -66.5% | -12.8% | -53.7% | -67.0% |
| YTD | +14.9% | +22.7% | -7.8% | +11.1% |
| 1Y | +22.5% | +39.0% | -16.5% | +19.9% |
| All | +22.5% | +39.9% | -17.3% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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