+22.5%
KORU vs UAL
+22.8%
-0.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.0% | -13.2% | -16.2% |
| 7D | -24.3% | +11.9% | -36.2% | -36.9% |
| 30D | -54.2% | +5.2% | -59.5% | -58.1% |
| 3M | -45.4% | -12.7% | -32.7% | -33.4% |
| 6M | -66.5% | +28.5% | -95.0% | -74.2% |
| YTD | +14.9% | +3.5% | +11.4% | +1.9% |
| 1Y | +22.5% | +27.5% | -5.0% | -5.7% |
| All | +22.5% | +22.8% | -0.3% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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