+46.0%
XOM vs KORU
+487.7%
-441.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.4% | -15.1% | -1.2% |
| 7D | +1.8% | +13.0% | -11.2% | +2.2% |
| 30D | +5.9% | +27.3% | -21.4% | +7.0% |
| 3M | +5.6% | -55.3% | +60.8% | +5.3% |
| 6M | +7.9% | +11.6% | -3.7% | +11.1% |
| YTD | +35.2% | +158.5% | -123.4% | +35.3% |
| 1Y | +46.0% | +482.2% | -436.2% | +47.8% |
| All | +46.0% | +487.7% | -441.7% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling