+133.8%
KORU vs SLB
+2.4%
+131.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.9% | +10.4% | +10.5% |
| 7D | -25.8% | -3.7% | -22.2% | -21.8% |
| 30D | -56.9% | +2.9% | -59.8% | -57.1% |
| 3M | -55.7% | +0.2% | -55.9% | -54.7% |
| 6M | -83.7% | -4.4% | -79.2% | -82.5% |
| YTD | -15.3% | +33.4% | -48.7% | -26.9% |
| 1Y | +3.4% | +40.8% | -37.4% | -14.6% |
| 3Y | +133.8% | +3.2% | +130.6% | +118.7% |
| All | +133.8% | +2.4% | +131.3% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling