+482.2%
KORU vs VLO
+143.4%
+338.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +13.0% | +5.2% | +7.8% | +14.9% |
| 30D | +27.3% | +22.6% | +4.7% | +36.3% |
| 3M | -55.3% | +43.8% | -99.1% | -48.2% |
| 6M | +11.6% | +65.7% | -54.1% | +27.9% |
| YTD | +158.5% | +131.1% | +27.4% | +140.5% |
| 1Y | +482.2% | +143.6% | +338.5% | +465.2% |
| All | +482.2% | +143.4% | +338.8% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling