+375.7%
KORU vs VLO
+152.2%
+223.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +9.4% |
| 7D | -1.7% | +5.3% | -7.0% | -0.1% |
| 30D | +13.5% | +18.2% | -4.7% | +19.8% |
| 3M | -45.2% | +53.3% | -98.5% | -35.3% |
| 6M | +17.1% | +70.4% | -53.3% | +37.5% |
| YTD | +154.1% | +143.4% | +10.8% | +134.9% |
| 1Y | +375.7% | +153.0% | +222.7% | +347.4% |
| All | +375.7% | +152.2% | +223.5% | +347.4% |
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