+22.5%
KORU vs OXY
+45.4%
-22.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.1% | -0.1% | -9.9% |
| 7D | -24.3% | -8.8% | -15.5% | -30.5% |
| 30D | -54.2% | -1.7% | -52.5% | -54.4% |
| 3M | -45.4% | +4.5% | -50.0% | -41.1% |
| 6M | -66.5% | -4.0% | -62.5% | -64.2% |
| YTD | +14.9% | +41.4% | -26.5% | +1.8% |
| 1Y | +22.5% | +45.9% | -23.4% | +8.6% |
| All | +22.5% | +45.4% | -22.8% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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