+357.3%
KORU vs U
-8.3%
+365.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.1% | -11.4% | -12.2% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +20.0% | -4.1% | +24.1% | +21.1% |
| 3M | -32.7% | +57.8% | -90.5% | -42.8% |
| 6M | +13.3% | +103.5% | -90.2% | -6.7% |
| YTD | +133.2% | -4.8% | +138.0% | +122.2% |
| 1Y | +357.3% | -2.4% | +359.7% | +332.1% |
| All | +357.3% | -8.3% | +365.6% | +332.1% |
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