+22.5%
KORU vs U
+17.5%
+5.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.9% | -10.2% | -7.0% |
| 7D | -24.3% | +7.5% | -31.8% | -26.2% |
| 30D | -54.2% | -7.0% | -47.2% | -52.8% |
| 3M | -45.4% | +20.6% | -66.0% | -48.9% |
| 6M | -66.5% | +53.2% | -119.6% | -70.5% |
| YTD | +14.9% | -3.9% | +18.8% | +8.3% |
| 1Y | +22.5% | +18.4% | +4.2% | +3.7% |
| All | +22.5% | +17.5% | +5.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling