+482.2%
KORU vs LUV
+24.6%
+457.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.3% | +11.1% | +11.0% |
| 7D | +13.0% | +0.4% | +12.6% | +12.8% |
| 30D | +27.3% | -18.4% | +45.7% | +58.8% |
| 3M | -55.3% | -3.2% | -52.1% | -52.3% |
| 6M | +11.6% | -14.8% | +26.4% | +23.5% |
| YTD | +158.5% | -2.9% | +161.4% | +176.4% |
| 1Y | +482.2% | +29.6% | +452.6% | +433.7% |
| All | +482.2% | +24.6% | +457.6% | +433.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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