+20.1%
KORU vs USO
+25.6%
-5.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +4.7% |
| 7D | +20.1% | +6.2% | +13.9% | +28.9% |
| 30D | +47.5% | +19.1% | +28.4% | +82.1% |
| 3M | -30.1% | +14.2% | -44.3% | -17.3% |
| 6M | +20.1% | +43.7% | -23.6% | +165.5% |
| All | +20.1% | +25.6% | -5.4% | +165.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 6mo: compounded portfolio wealth divided by compounded USO 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…
6mo analysis · Full analysis span regression · 6 months rolling