+31.4%
KORU vs USO
-45.6%
+76.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +0.8% |
| 7D | +24.3% | +3.6% | +20.7% | +23.1% |
| 30D | +37.3% | +23.8% | +13.6% | +28.7% |
| 3M | -32.8% | +8.1% | -40.8% | -35.6% |
| 6M | +36.9% | +34.3% | +2.7% | +10.9% |
| YTD | +162.6% | +111.1% | +51.5% | +71.0% |
| 1Y | +467.0% | +99.9% | +367.1% | +277.6% |
| 3Y | +522.4% | +86.5% | +435.9% | +309.5% |
| 5Y | +57.9% | +200.5% | -142.7% | -22.1% |
| 10Y | +70.8% | +66.5% | +4.2% | +7.3% |
| All | +31.4% | -45.6% | +76.9% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling