+47.2%
KORU vs XOP
+156.4%
-109.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.8% | -12.6% |
| 7D | +2.3% | +1.6% | +0.7% | +1.4% |
| 30D | +20.0% | +9.6% | +10.4% | +13.8% |
| 3M | -32.7% | +16.9% | -49.7% | -40.0% |
| 6M | +13.3% | +24.0% | -10.7% | -8.3% |
| YTD | +133.2% | +56.2% | +77.0% | +57.5% |
| 1Y | +357.3% | +51.8% | +305.5% | +215.3% |
| 3Y | +452.7% | +37.0% | +415.7% | +300.8% |
| 5Y | +47.2% | +163.4% | -116.2% | -34.9% |
| All | +47.2% | +156.4% | -109.2% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling