+482.2%
KORU vs U
+6.4%
+475.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +13.7% |
| 7D | +13.0% | -3.8% | +16.8% | +14.3% |
| 30D | +27.3% | +17.5% | +9.8% | +19.5% |
| 3M | -55.3% | +38.7% | -94.0% | -59.9% |
| 6M | +11.6% | +104.4% | -92.8% | -7.2% |
| YTD | +158.5% | -5.7% | +164.2% | +145.7% |
| 1Y | +482.2% | +3.7% | +478.5% | +438.6% |
| All | +482.2% | +6.4% | +475.8% | +438.6% |
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