+91.4%
USO vs KR
-12.5%
+103.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +9.5% | +1.5% | +7.9% | +9.1% |
| 30D | +23.6% | +4.1% | +19.5% | +22.3% |
| 3M | +3.8% | -5.2% | +9.0% | +5.9% |
| 6M | +55.0% | -12.8% | +67.8% | +69.6% |
| YTD | +105.3% | -4.6% | +109.9% | +123.3% |
| 1Y | +91.4% | -11.7% | +103.0% | +105.8% |
| All | +91.4% | -12.5% | +103.8% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling