+522.4%
KORU vs UAL
+127.4%
+395.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +3.8% |
| 7D | +24.3% | +3.5% | +20.8% | +21.2% |
| 30D | +37.3% | -16.5% | +53.8% | +58.9% |
| 3M | -32.8% | +2.8% | -35.6% | -31.5% |
| 6M | +36.9% | +17.6% | +19.3% | +32.4% |
| YTD | +162.6% | -3.2% | +165.8% | +181.9% |
| 1Y | +467.0% | +0.4% | +466.6% | +492.4% |
| 3Y | +522.4% | +128.2% | +394.2% | +267.8% |
| All | +522.4% | +127.4% | +395.0% | +267.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling