-14.3%
KORU vs SLB
-14.8%
+0.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.1% | +16.3% | +16.8% |
| 7D | -18.1% | -1.2% | -17.0% | -15.8% |
| 30D | -45.7% | +4.5% | -50.2% | -46.5% |
| 3M | -51.6% | -4.6% | -47.0% | -48.6% |
| 6M | -82.6% | -6.3% | -76.4% | -81.4% |
| YTD | -5.9% | +35.0% | -40.9% | -19.9% |
| 1Y | +3.3% | +38.8% | -35.5% | -14.2% |
| 3Y | +154.5% | +3.3% | +151.2% | +155.9% |
| 5Y | -26.6% | +73.6% | -100.2% | -55.4% |
| 10Y | -14.3% | -14.2% | 0.0% | -22.8% |
| All | -14.3% | -14.8% | +0.6% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling