+474.0%
KORU vs LULU
-75.0%
+549.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +8.1% |
| 7D | -1.7% | -1.6% | -0.1% | -1.0% |
| 30D | +13.5% | -18.1% | +31.7% | +19.3% |
| 3M | -45.2% | -18.8% | -26.4% | -44.1% |
| 6M | +17.1% | -39.2% | +56.3% | +44.6% |
| YTD | +154.1% | -52.4% | +206.5% | +245.4% |
| 1Y | +375.7% | -40.3% | +416.0% | +476.7% |
| 3Y | +474.0% | -75.1% | +549.1% | +848.2% |
| All | +474.0% | -75.0% | +549.0% | +848.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling