+27.1%
KORU vs LULU
+48.7%
-21.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +7.8% |
| 7D | -1.7% | -1.6% | -0.1% | -0.7% |
| 30D | +13.5% | -18.1% | +31.7% | +21.8% |
| 3M | -45.2% | -18.8% | -26.4% | -43.4% |
| 6M | +17.1% | -39.2% | +56.3% | +49.4% |
| YTD | +154.1% | -52.4% | +206.5% | +266.5% |
| 1Y | +375.7% | -40.3% | +416.0% | +496.2% |
| 3Y | +474.0% | -75.1% | +549.1% | +993.0% |
| 5Y | +60.4% | -76.7% | +137.2% | +211.0% |
| 10Y | +82.6% | +52.7% | +29.9% | +69.5% |
| All | +27.1% | +48.7% | -21.6% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling