+27.1%
KORU vs OKE
+391.9%
-364.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.0% | +8.4% |
| 7D | -1.7% | +1.2% | -3.0% | -2.4% |
| 30D | +13.5% | +4.5% | +9.0% | +9.8% |
| 3M | -45.2% | +9.6% | -54.8% | -50.2% |
| 6M | +17.1% | +15.4% | +1.8% | -1.4% |
| YTD | +154.1% | +36.5% | +117.7% | +90.2% |
| 1Y | +375.7% | +39.0% | +336.7% | +248.6% |
| 3Y | +474.0% | +74.3% | +399.7% | +254.7% |
| 5Y | +60.4% | +141.2% | -80.8% | -16.6% |
| 10Y | +82.6% | +262.1% | -179.5% | -28.1% |
| All | +27.1% | +391.9% | -364.8% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling