+57.9%
KORU vs UAL
+131.8%
-73.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +3.7% |
| 7D | +24.3% | +3.5% | +20.8% | +21.4% |
| 30D | +37.3% | -16.5% | +53.8% | +57.6% |
| 3M | -32.8% | +2.8% | -35.6% | -31.7% |
| 6M | +36.9% | +17.6% | +19.3% | +32.6% |
| YTD | +162.6% | -3.2% | +165.8% | +185.1% |
| 1Y | +467.0% | +0.4% | +466.6% | +497.7% |
| 3Y | +522.4% | +128.2% | +394.2% | +259.1% |
| 5Y | +57.9% | +137.7% | -79.9% | -20.6% |
| All | +57.9% | +131.8% | -73.9% | -20.6% |
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