+82.9%
KORU vs LUV
+20.2%
+62.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.7% |
| 7D | -1.7% | -1.0% | -0.7% | -0.9% |
| 30D | +13.5% | -12.4% | +25.9% | +27.1% |
| 3M | -45.2% | -11.0% | -34.2% | -38.9% |
| 6M | +17.1% | -5.0% | +22.1% | +31.4% |
| YTD | +154.1% | -3.8% | +157.9% | +170.7% |
| 1Y | +375.7% | +25.9% | +349.8% | +301.7% |
| 3Y | +474.0% | +42.2% | +431.8% | +300.0% |
| 5Y | +60.4% | -10.8% | +71.2% | +67.4% |
| All | +82.9% | +20.2% | +62.7% | +60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling