+31.4%
KORU vs SPXU
-99.9%
+131.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +3.2% |
| 7D | +24.3% | -1.5% | +25.8% | +22.5% |
| 30D | +37.3% | +3.7% | +33.6% | +43.5% |
| 3M | -32.8% | -9.6% | -23.2% | -31.5% |
| 6M | +36.9% | -32.4% | +69.3% | +28.0% |
| YTD | +162.6% | -28.7% | +191.3% | +167.4% |
| 1Y | +467.0% | -38.2% | +505.2% | +437.1% |
| 3Y | +522.4% | -80.4% | +602.8% | +219.8% |
| 5Y | +57.9% | -86.0% | +143.9% | +4.5% |
| 10Y | +70.8% | -99.5% | +170.3% | -75.4% |
| All | +31.4% | -99.9% | +131.3% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling