+467.0%
KORU vs OUST
+34.0%
+433.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | -0.4% |
| 7D | +24.3% | +12.7% | +11.6% | +14.9% |
| 30D | +37.3% | -13.6% | +50.9% | +52.9% |
| 3M | -32.8% | -8.3% | -24.5% | -26.4% |
| 6M | +36.9% | +85.0% | -48.0% | +16.4% |
| YTD | +162.6% | +73.2% | +89.4% | +124.2% |
| 1Y | +467.0% | +32.5% | +434.6% | +388.4% |
| All | +467.0% | +34.0% | +433.0% | +388.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OUST 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling