+257.2%
XOM vs KORU
+58.1%
+199.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.0% | -8.5% | +0.3% |
| 7D | +4.1% | -1.7% | +5.8% | +4.1% |
| 30D | +4.6% | +13.5% | -9.0% | +4.1% |
| 3M | +14.0% | -45.2% | +59.2% | +14.3% |
| 6M | +11.0% | +17.1% | -6.2% | +4.0% |
| YTD | +40.7% | +154.1% | -113.4% | +22.4% |
| 1Y | +52.3% | +375.7% | -323.4% | +24.8% |
| 3Y | +60.5% | +474.0% | -413.6% | +23.2% |
| All | +257.2% | +58.1% | +199.1% | +202.7% |
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