-57.6%
KORU vs SLB
-4.9%
-52.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.9% | +10.4% | +10.6% |
| 7D | -25.8% | -3.7% | -22.2% | -22.3% |
| 30D | -56.9% | +2.9% | -59.8% | -57.2% |
| 3M | -55.7% | +0.2% | -55.9% | -55.0% |
| 6M | -83.7% | -4.4% | -79.2% | -82.9% |
| YTD | -15.3% | +33.4% | -48.7% | -28.0% |
| 1Y | +3.4% | +40.8% | -37.4% | -16.0% |
| 3Y | +133.8% | +3.2% | +130.6% | +134.1% |
| 5Y | -35.4% | +64.8% | -100.2% | -60.1% |
| 10Y | -27.3% | -16.6% | -10.7% | -28.0% |
| All | -57.6% | -4.9% | -52.7% | -65.0% |
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