+31.4%
KORU vs XOP
+1.4%
+29.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.4% |
| 7D | +24.3% | +0.6% | +23.7% | +23.7% |
| 30D | +37.3% | +16.5% | +20.8% | +22.9% |
| 3M | -32.8% | +15.7% | -48.5% | -41.4% |
| 6M | +36.9% | +19.2% | +17.7% | +11.5% |
| YTD | +162.6% | +55.0% | +107.7% | +76.2% |
| 1Y | +467.0% | +54.2% | +412.8% | +281.8% |
| 3Y | +522.4% | +35.9% | +486.5% | +353.0% |
| 5Y | +57.9% | +162.4% | -104.5% | -29.9% |
| 10Y | +70.8% | +50.2% | +20.6% | -5.6% |
| All | +31.4% | +1.4% | +29.9% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling