+29.3%
KORU vs UPRO
+3,168.2%
-3,138.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +14.6% |
| 7D | +13.0% | +0.1% | +12.9% | +12.9% |
| 30D | +27.3% | -0.9% | +28.2% | +29.2% |
| 3M | -55.3% | +1.9% | -57.2% | -50.4% |
| 6M | +11.6% | +33.1% | -21.5% | +6.1% |
| YTD | +158.5% | +31.8% | +126.8% | +152.3% |
| 1Y | +482.2% | +48.3% | +433.9% | +423.5% |
| 3Y | +471.9% | +221.5% | +250.4% | +161.7% |
| 5Y | +41.1% | +136.7% | -95.6% | -20.0% |
| 10Y | +80.2% | +1,179.2% | -1,099.0% | -76.3% |
| All | +29.3% | +3,168.2% | -3,138.9% | -91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling