+57.9%
KORU vs SLB
+128.1%
-70.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | +24.3% | +0.4% | +23.9% | +24.0% |
| 30D | +37.3% | +13.6% | +23.7% | +25.8% |
| 3M | -32.8% | +1.5% | -34.3% | -34.8% |
| 6M | +36.9% | +23.0% | +13.9% | +21.8% |
| YTD | +162.6% | +51.2% | +111.4% | +111.0% |
| 1Y | +467.0% | +63.5% | +403.5% | +336.0% |
| 3Y | +522.4% | +2.5% | +519.9% | +498.9% |
| 5Y | +57.9% | +139.2% | -81.3% | -12.4% |
| All | +57.9% | +128.1% | -70.2% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling