+16.6%
KORU vs OXY
+15.6%
+1.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.3% | -12.4% |
| 7D | +2.3% | +0.9% | +1.4% | +1.8% |
| 30D | +20.0% | +3.6% | +16.5% | +17.5% |
| 3M | -32.7% | +7.1% | -39.8% | -37.1% |
| 6M | +13.3% | +15.7% | -2.3% | -3.9% |
| YTD | +133.2% | +50.1% | +83.1% | +71.7% |
| 1Y | +357.3% | +34.1% | +323.2% | +255.6% |
| 3Y | +452.7% | -1.5% | +454.1% | +397.4% |
| 5Y | +47.2% | +162.0% | -114.8% | -28.1% |
| 10Y | +67.6% | +5.1% | +62.5% | +21.0% |
| All | +16.6% | +15.6% | +1.1% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling