+56.9%
KORU vs DVN
+120.4%
-63.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +8.8% |
| 7D | -1.7% | +4.5% | -6.2% | -3.5% |
| 30D | +13.5% | +12.0% | +1.6% | +8.3% |
| 3M | -45.2% | +13.4% | -58.6% | -49.0% |
| 6M | +17.1% | +12.1% | +5.0% | +4.6% |
| YTD | +154.1% | +38.8% | +115.3% | +101.3% |
| 1Y | +375.7% | +46.0% | +329.6% | +262.4% |
| 3Y | +474.0% | +9.5% | +464.5% | +394.5% |
| All | +56.9% | +120.4% | -63.5% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling