+426.7%
KORU vs XOP
+36.1%
+390.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.8% | -12.6% |
| 7D | +2.3% | +1.6% | +0.7% | +1.9% |
| 30D | +20.0% | +9.6% | +10.4% | +16.9% |
| 3M | -32.7% | +16.9% | -49.7% | -36.2% |
| 6M | +13.3% | +24.0% | -10.7% | -2.9% |
| YTD | +133.2% | +56.2% | +77.0% | +65.4% |
| 1Y | +357.3% | +51.8% | +305.5% | +230.9% |
| All | +426.7% | +36.1% | +390.7% | +264.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling