+474.0%
KORU vs ODFL
-13.7%
+487.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.4% | +9.4% | +9.2% |
| 7D | -1.7% | -3.3% | +1.6% | +0.4% |
| 30D | +13.5% | -15.3% | +28.8% | +26.5% |
| 3M | -45.2% | -27.3% | -17.9% | -33.8% |
| 6M | +17.1% | -4.5% | +21.6% | +22.6% |
| YTD | +154.1% | +15.1% | +139.0% | +138.0% |
| 1Y | +375.7% | +21.1% | +354.6% | +331.5% |
| 3Y | +474.0% | -14.1% | +488.1% | +468.9% |
| All | +474.0% | -13.7% | +487.8% | +468.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 3y: compounded portfolio wealth divided by compounded ODFL 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…
3y analysis · Full analysis span regression · 6 months rolling