+375.7%
KORU vs LUV
+27.4%
+348.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.4% |
| 7D | -1.7% | -1.0% | -0.7% | -0.7% |
| 30D | +13.5% | -12.4% | +25.9% | +30.8% |
| 3M | -45.2% | -11.0% | -34.2% | -36.9% |
| 6M | +17.1% | -5.0% | +22.1% | +27.7% |
| YTD | +154.1% | -3.8% | +157.9% | +174.2% |
| 1Y | +375.7% | +25.9% | +349.8% | +334.5% |
| All | +375.7% | +27.4% | +348.3% | +334.5% |
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