+458.9%
KORU vs SLB
+62.2%
+396.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +20.1% | -1.9% | +22.0% | +22.4% |
| 30D | +47.5% | +7.8% | +39.7% | +36.0% |
| 3M | -30.1% | +2.7% | -32.7% | -32.1% |
| 6M | +20.1% | +22.2% | -2.0% | -1.6% |
| YTD | +166.6% | +51.1% | +115.5% | +87.0% |
| 1Y | +458.9% | +63.3% | +395.6% | +237.9% |
| All | +458.9% | +62.2% | +396.7% | +237.9% |
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