+67.7%
KORU vs UPRO
+133.2%
-65.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +3.1% |
| 7D | +20.1% | -1.3% | +21.4% | +21.5% |
| 30D | +47.5% | -5.0% | +52.5% | +56.8% |
| 3M | -30.1% | +7.5% | -37.6% | -29.4% |
| 6M | +20.1% | +33.2% | -13.1% | +12.8% |
| YTD | +166.6% | +27.7% | +138.9% | +165.9% |
| 1Y | +458.9% | +43.0% | +415.9% | +415.2% |
| 3Y | +531.8% | +224.4% | +307.3% | +182.8% |
| 5Y | +67.7% | +135.9% | -68.2% | -6.8% |
| All | +67.7% | +133.2% | -65.5% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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