+22.5%
KORU vs UNP
+44.1%
-21.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.7% | -6.9% | -4.6% |
| 7D | -24.3% | +3.6% | -27.9% | -23.2% |
| 30D | -54.2% | +11.4% | -65.6% | -52.6% |
| 3M | -45.4% | +4.6% | -50.0% | -43.9% |
| 6M | -66.5% | +18.3% | -84.7% | -65.6% |
| YTD | +14.9% | +35.4% | -20.5% | +12.9% |
| 1Y | +22.5% | +42.6% | -20.1% | +14.1% |
| All | +22.5% | +44.1% | -21.6% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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