+426.7%
KORU vs SPXU
-79.4%
+506.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.8% | -14.4% | -10.0% |
| 7D | +2.3% | +6.4% | -4.0% | +11.5% |
| 30D | +20.0% | +5.9% | +14.1% | +32.0% |
| 3M | -32.7% | -11.7% | -21.1% | -33.6% |
| 6M | +13.3% | -28.7% | +42.0% | +9.3% |
| YTD | +133.2% | -26.4% | +159.6% | +143.3% |
| 1Y | +357.3% | -35.2% | +392.5% | +346.8% |
| All | +426.7% | -79.4% | +506.2% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling