+56.9%
KORU vs SPXU
-86.1%
+143.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.4% | +11.4% | +6.3% |
| 7D | -1.7% | +2.5% | -4.2% | +1.4% |
| 30D | +13.5% | +4.2% | +9.3% | +20.4% |
| 3M | -45.2% | -9.3% | -35.9% | -44.8% |
| 6M | +17.1% | -30.7% | +47.8% | +11.3% |
| YTD | +154.1% | -28.1% | +182.3% | +160.4% |
| 1Y | +375.7% | -35.2% | +410.9% | +368.5% |
| 3Y | +474.0% | -79.9% | +554.0% | +200.7% |
| All | +56.9% | -86.1% | +143.1% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling