+185.2%
KORU vs U
-44.5%
+229.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +13.8% |
| 7D | +13.0% | -3.8% | +16.8% | +14.5% |
| 30D | +27.3% | +17.5% | +9.8% | +18.9% |
| 3M | -55.3% | +38.7% | -94.0% | -60.3% |
| 6M | +11.6% | +104.4% | -92.8% | -11.7% |
| YTD | +158.5% | -5.7% | +164.2% | +147.5% |
| 1Y | +482.2% | +3.7% | +478.5% | +433.7% |
| 3Y | +471.9% | +12.3% | +459.6% | +365.6% |
| 5Y | +41.1% | -68.8% | +110.0% | +36.8% |
| All | +185.2% | -44.5% | +229.6% | +149.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling