-52.9%
KORU vs UAL
+300.8%
-353.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -1.8% | +20.3% | +19.6% |
| 7D | -18.1% | +2.3% | -20.4% | -18.0% |
| 30D | -45.7% | +13.3% | -59.1% | -49.4% |
| 3M | -51.6% | -6.3% | -45.3% | -48.4% |
| 6M | -82.6% | +22.5% | -105.1% | -83.8% |
| YTD | -5.9% | +5.9% | -11.8% | -1.1% |
| 1Y | +3.3% | +24.7% | -21.4% | -1.4% |
| 3Y | +154.5% | +211.6% | -57.1% | +33.8% |
| 5Y | -26.6% | +130.6% | -157.1% | -55.4% |
| 10Y | -14.3% | +96.5% | -110.7% | -49.8% |
| All | -52.9% | +300.8% | -353.8% | -80.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling