-25.1%
KORU vs LULU
-30.7%
+5.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -0.3% | -37.1% | -37.4% |
| 7D | -48.7% | +1.8% | -50.5% | -48.8% |
| 30D | -68.9% | +19.4% | -88.3% | -70.0% |
| 3M | -64.6% | -9.5% | -55.1% | -64.2% |
| 6M | -82.2% | -14.2% | -68.0% | -80.5% |
| YTD | -28.1% | -46.2% | +18.1% | -5.7% |
| 1Y | -25.1% | -33.3% | +8.2% | -18.9% |
| All | -25.1% | -30.7% | +5.5% | -18.9% |
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