+482.2%
KORU vs LULU
-49.9%
+532.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -17.4% | +30.8% | +16.2% |
| 7D | +13.0% | -16.7% | +29.7% | +15.6% |
| 30D | +27.3% | -18.5% | +45.8% | +30.1% |
| 3M | -55.3% | -19.5% | -35.8% | -52.6% |
| 6M | +11.6% | -41.9% | +53.5% | +33.1% |
| YTD | +158.5% | -51.6% | +210.1% | +211.5% |
| 1Y | +482.2% | -51.2% | +533.3% | +585.1% |
| All | +482.2% | -49.9% | +532.1% | +585.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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