+471.7%
ORCL vs KORU
+32.9%
+438.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.8% |
| 3M | -32.6% | -55.3% | +22.7% | -30.6% |
| 6M | +4.9% | +11.6% | -6.7% | -12.3% |
| YTD | -17.8% | +158.5% | -176.3% | -42.1% |
| 1Y | -28.0% | +482.2% | -510.1% | -56.3% |
| 3Y | +36.0% | +471.9% | -435.9% | -22.3% |
| 5Y | +88.7% | +41.1% | +47.6% | +24.1% |
| 10Y | +346.9% | +80.2% | +266.7% | +133.1% |
| All | +471.7% | +32.9% | +438.8% | +188.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling