-3.3%
KORU vs UAL
+10.5%
-13.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -2.9% |
| 7D | +11.1% | -3.0% | +14.2% | +15.7% |
| 30D | -40.6% | +10.5% | -51.1% | -49.0% |
| 3M | -63.9% | -13.5% | -50.4% | -53.8% |
| 6M | -82.8% | +14.2% | -97.0% | -84.5% |
| YTD | -15.4% | -2.2% | -13.2% | -16.5% |
| 1Y | -3.3% | +12.5% | -15.8% | -16.1% |
| All | -3.3% | +10.5% | -13.8% | -16.1% |
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