+56.9%
KORU vs LUV
-11.9%
+68.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.8% |
| 7D | -1.7% | -1.0% | -0.7% | -0.9% |
| 30D | +13.5% | -12.4% | +25.9% | +26.8% |
| 3M | -45.2% | -11.0% | -34.2% | -39.0% |
| 6M | +17.1% | -5.0% | +22.1% | +30.3% |
| YTD | +154.1% | -3.8% | +157.9% | +170.5% |
| 1Y | +375.7% | +25.9% | +349.8% | +310.8% |
| 3Y | +474.0% | +42.2% | +431.8% | +309.2% |
| All | +56.9% | -11.9% | +68.9% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling