+91.6%
KORU vs SLB
-4.1%
+95.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +20.1% | -1.9% | +22.0% | +21.8% |
| 30D | +47.5% | +7.8% | +39.7% | +39.2% |
| 3M | -30.1% | +2.7% | -32.7% | -33.5% |
| 6M | +20.1% | +22.2% | -2.0% | +4.7% |
| YTD | +166.6% | +51.1% | +115.5% | +103.0% |
| 1Y | +458.9% | +63.3% | +395.6% | +302.3% |
| 3Y | +531.8% | +2.4% | +529.3% | +519.8% |
| 5Y | +67.7% | +139.3% | -71.7% | -23.8% |
| 10Y | +91.6% | -2.6% | +94.2% | +52.7% |
| All | +91.6% | -4.1% | +95.6% | +52.7% |
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