+422.7%
KORU vs UAL
+1.1%
+421.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.9% |
| 7D | +20.1% | -1.1% | +21.2% | +22.1% |
| 30D | +47.5% | -13.4% | +60.9% | +79.2% |
| 3M | -30.1% | -2.3% | -27.8% | -24.3% |
| 6M | +20.1% | +13.3% | +6.8% | +11.4% |
| YTD | +166.6% | -4.2% | +170.8% | +171.0% |
| All | +422.7% | +1.1% | +421.6% | +397.2% |
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