+474.0%
KORU vs OKE
+72.4%
+401.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.0% | +9.0% |
| 7D | -1.7% | +1.2% | -3.0% | -1.7% |
| 30D | +13.5% | +4.5% | +9.0% | +13.5% |
| 3M | -45.2% | +9.6% | -54.8% | -45.6% |
| 6M | +17.1% | +15.4% | +1.8% | +9.6% |
| YTD | +154.1% | +36.5% | +117.7% | +114.4% |
| 1Y | +375.7% | +39.0% | +336.7% | +294.5% |
| 3Y | +474.0% | +74.3% | +399.7% | +242.5% |
| All | +474.0% | +72.4% | +401.6% | +242.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling