+3.3%
KORU vs SLB
+40.3%
-37.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.1% | +16.3% | +16.0% |
| 7D | -18.1% | -1.2% | -17.0% | -14.8% |
| 30D | -45.7% | +4.5% | -50.2% | -46.7% |
| 3M | -51.6% | -4.6% | -47.0% | -47.1% |
| 6M | -82.6% | -6.3% | -76.4% | -79.6% |
| YTD | -5.9% | +35.0% | -40.9% | -17.7% |
| 1Y | +3.3% | +38.8% | -35.5% | -9.7% |
| All | +3.3% | +40.3% | -37.1% | -9.7% |
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 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