+22.5%
KORU vs OKE
+43.1%
-20.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.6% | -1.6% | -10.7% |
| 7D | -24.3% | -5.2% | -19.1% | -30.2% |
| 30D | -54.2% | +1.1% | -55.4% | -52.5% |
| 3M | -45.4% | +2.2% | -47.7% | -41.6% |
| 6M | -66.5% | 0.0% | -66.5% | -62.3% |
| YTD | +14.9% | +26.5% | -11.6% | +34.1% |
| 1Y | +22.5% | +44.6% | -22.1% | +52.4% |
| All | +22.5% | +43.1% | -20.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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