+22.5%
KORU vs UPS
+29.9%
-7.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.7% | -10.0% | -10.5% |
| 7D | -24.3% | +8.2% | -32.5% | -31.6% |
| 30D | -54.2% | +22.7% | -76.9% | -65.1% |
| 3M | -45.4% | +6.4% | -51.9% | -49.8% |
| 6M | -66.5% | +22.6% | -89.1% | -72.9% |
| YTD | +14.9% | +20.7% | -5.8% | -0.3% |
| 1Y | +22.5% | +30.6% | -8.1% | +7.7% |
| All | +22.5% | +29.9% | -7.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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