+56.9%
KORU vs OXY
+160.1%
-103.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.8% |
| 7D | -1.7% | +2.8% | -4.5% | -2.5% |
| 30D | +13.5% | +5.5% | +8.1% | +11.6% |
| 3M | -45.2% | +11.3% | -56.5% | -47.8% |
| 6M | +17.1% | +11.6% | +5.5% | +5.4% |
| YTD | +154.1% | +51.6% | +102.6% | +96.8% |
| 1Y | +375.7% | +36.2% | +339.5% | +285.9% |
| 3Y | +474.0% | +1.7% | +472.3% | +420.9% |
| All | +56.9% | +160.1% | -103.2% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling