+91.4%
ORCL vs KORU
+48.0%
+43.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +13.4% | -10.4% | +1.0% |
| 7D | +5.3% | +13.0% | -7.7% | +3.2% |
| 30D | +10.0% | +27.3% | -17.3% | +4.7% |
| 3M | -32.6% | -55.3% | +22.7% | -30.4% |
| 6M | +4.9% | +11.6% | -6.7% | -13.5% |
| YTD | -17.8% | +158.5% | -176.3% | -44.7% |
| 1Y | -28.0% | +482.2% | -510.1% | -59.5% |
| 3Y | +36.0% | +471.9% | -435.9% | -29.4% |
| All | +91.4% | +48.0% | +43.4% | +8.2% |
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