+16.6%
KORU vs LUV
+249.5%
-232.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | 0.0% | -12.5% | -12.5% |
| 7D | +2.3% | -0.1% | +2.4% | +2.5% |
| 30D | +20.0% | -14.6% | +34.6% | +36.0% |
| 3M | -32.7% | -5.7% | -27.0% | -28.0% |
| 6M | +13.3% | -8.4% | +21.8% | +29.9% |
| YTD | +133.2% | -5.1% | +138.3% | +151.0% |
| 1Y | +357.3% | +26.6% | +330.7% | +290.5% |
| 3Y | +452.7% | +39.7% | +413.0% | +305.5% |
| 5Y | +47.2% | -12.0% | +59.2% | +56.2% |
| 10Y | +67.6% | +17.3% | +50.3% | +52.8% |
| All | +16.6% | +249.5% | -232.8% | -53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling