-32.7%
KORU vs OXY
+7.8%
-40.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.8% | -12.1% |
| 7D | +2.3% | +1.4% | +0.9% | +5.1% |
| 30D | +20.0% | +4.0% | +16.0% | +30.5% |
| 3M | -32.7% | +7.6% | -40.3% | -16.1% |
| All | -32.7% | +7.8% | -40.6% | -16.1% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling