+82.9%
KORU vs XOP
+58.6%
+24.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.8% | +8.9% |
| 7D | -1.7% | +2.6% | -4.3% | -3.5% |
| 30D | +13.5% | +9.6% | +3.9% | +6.1% |
| 3M | -45.2% | +20.4% | -65.6% | -53.3% |
| 6M | +17.1% | +19.9% | -2.8% | -5.6% |
| YTD | +154.1% | +56.4% | +97.7% | +67.0% |
| 1Y | +375.7% | +52.4% | +323.2% | +218.3% |
| 3Y | +474.0% | +39.9% | +434.1% | +303.6% |
| 5Y | +60.4% | +163.7% | -103.3% | -31.9% |
| All | +82.9% | +58.6% | +24.3% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling