+251.6%
ORCL vs KORU
-28.2%
+279.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.3% | -8.1% | +1.4% |
| 7D | +0.5% | -25.8% | +26.3% | +4.0% |
| 30D | -15.3% | -56.9% | +41.6% | -5.1% |
| 3M | -18.2% | -55.7% | +37.5% | -10.5% |
| 6M | -38.4% | -83.7% | +45.2% | -29.2% |
| YTD | -37.7% | -15.3% | -22.4% | -49.8% |
| 1Y | -49.3% | +3.4% | -52.6% | -60.7% |
| 3Y | +10.6% | +133.8% | -123.1% | -30.4% |
| 5Y | +35.5% | -35.4% | +70.9% | -3.3% |
| 10Y | +251.6% | -27.3% | +278.9% | +113.8% |
| All | +251.6% | -28.2% | +279.8% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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