+474.0%
KORU vs ORLY
+34.2%
+439.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +9.1% |
| 7D | -1.7% | -2.4% | +0.7% | -2.7% |
| 30D | +13.5% | -6.8% | +20.3% | +10.7% |
| 3M | -45.2% | -4.8% | -40.5% | -44.9% |
| 6M | +17.1% | -9.1% | +26.2% | +18.0% |
| YTD | +154.1% | -5.9% | +160.0% | +157.4% |
| 1Y | +375.7% | -20.4% | +396.1% | +386.9% |
| 3Y | +474.0% | +36.6% | +437.4% | +485.4% |
| All | +474.0% | +34.2% | +439.8% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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