+22.5%
KORU vs VLO
+120.8%
-98.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.8% | +0.5% | -7.6% |
| 7D | -24.3% | -6.0% | -18.4% | -25.9% |
| 30D | -54.2% | -12.9% | -41.3% | -56.2% |
| 3M | -45.4% | +18.3% | -63.8% | -40.6% |
| 6M | -66.5% | +46.4% | -112.9% | -58.2% |
| YTD | +14.9% | +127.7% | -112.9% | +11.0% |
| 1Y | +22.5% | +120.6% | -98.1% | +21.6% |
| All | +22.5% | +120.8% | -98.2% | +21.6% |
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