-6.7%
KORU vs U
-29.6%
+22.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +5.2% | -10.7% | -7.1% |
| 7D | +11.1% | +2.6% | +8.6% | +10.0% |
| 30D | -40.6% | +27.6% | -68.2% | -47.1% |
| 3M | -63.9% | +15.3% | -79.2% | -66.7% |
| 6M | -82.8% | +96.4% | -179.2% | -86.8% |
| YTD | -15.4% | +19.6% | -35.0% | -27.4% |
| 1Y | -3.3% | +42.1% | -45.4% | -21.8% |
| 3Y | +136.2% | +87.5% | +48.6% | +59.1% |
| 5Y | -36.7% | -73.1% | +36.4% | -41.5% |
| All | -6.7% | -29.6% | +22.9% | -26.7% |
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 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