+22.5%
KORU vs SLB
+45.4%
-22.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -4.1% |
| 7D | -24.3% | -4.1% | -20.2% | -20.9% |
| 30D | -54.2% | +2.5% | -56.8% | -55.5% |
| 3M | -45.4% | +2.0% | -47.5% | -46.5% |
| 6M | -66.5% | -6.3% | -60.1% | -61.5% |
| YTD | +14.9% | +36.5% | -21.7% | -4.3% |
| 1Y | +22.5% | +46.2% | -23.7% | +0.6% |
| All | +22.5% | +45.4% | -22.9% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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