+29.3%
KORU vs SLB
+8.5%
+20.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.3% | +13.3% |
| 7D | +13.0% | +0.8% | +12.2% | +12.4% |
| 30D | +27.3% | +15.8% | +11.5% | +12.5% |
| 3M | -55.3% | -0.3% | -54.9% | -55.2% |
| 6M | +11.6% | +21.3% | -9.7% | -2.5% |
| YTD | +158.5% | +52.3% | +106.2% | +93.9% |
| 1Y | +482.2% | +63.6% | +418.5% | +314.0% |
| 3Y | +471.9% | +3.8% | +468.1% | +454.4% |
| 5Y | +41.1% | +128.6% | -87.5% | -35.0% |
| 10Y | +80.2% | -3.1% | +83.2% | +55.5% |
| All | +29.3% | +8.5% | +20.8% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling