-36.0%
KORU vs UAL
+132.2%
-168.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.1% | -6.4% | -6.4% |
| 7D | -34.5% | +12.5% | -47.0% | -39.4% |
| 30D | -59.6% | +12.2% | -71.8% | -62.6% |
| 3M | -56.1% | -2.6% | -53.5% | -53.9% |
| 6M | -84.7% | +21.1% | -105.8% | -85.8% |
| YTD | -20.6% | +7.8% | -28.4% | -18.4% |
| 1Y | -13.9% | +25.4% | -39.3% | -19.8% |
| 3Y | +114.9% | +217.3% | -102.5% | -2.0% |
| 5Y | -36.0% | +132.9% | -168.9% | -67.8% |
| All | -36.0% | +132.2% | -168.1% | -67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling