+30.6%
ORCL vs KORU
-42.6%
+73.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | -0.2% |
| 7D | -11.2% | -35.0% | +23.8% | -5.8% |
| 30D | -18.8% | -65.5% | +46.7% | -5.3% |
| 3M | -18.8% | -58.9% | +40.1% | -9.7% |
| 6M | -39.7% | -83.5% | +43.8% | -30.8% |
| YTD | -39.6% | -23.9% | -15.8% | -52.3% |
| 1Y | -51.7% | -12.4% | -39.3% | -63.2% |
| 3Y | +10.2% | +82.1% | -71.9% | -33.8% |
| All | +30.6% | -42.6% | +73.1% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling