+22.5%
KORU vs XOP
+45.9%
-23.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.4% | +1.1% | -11.1% |
| 7D | -24.3% | -10.5% | -13.8% | -31.9% |
| 30D | -54.2% | -4.3% | -49.9% | -55.4% |
| 3M | -45.4% | +4.7% | -50.1% | -41.1% |
| 6M | -66.5% | -0.1% | -66.4% | -62.9% |
| YTD | +14.9% | +43.8% | -28.9% | +3.2% |
| 1Y | +22.5% | +45.3% | -22.7% | +10.2% |
| All | +22.5% | +45.9% | -23.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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