+82.9%
KORU vs UPS
+37.9%
+45.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.7% |
| 7D | -1.7% | -2.0% | +0.3% | +0.1% |
| 30D | +13.5% | -2.0% | +15.5% | +15.7% |
| 3M | -45.2% | -6.2% | -39.0% | -41.2% |
| 6M | +17.1% | +2.8% | +14.4% | +18.7% |
| YTD | +154.1% | +5.9% | +148.2% | +151.8% |
| 1Y | +375.7% | +26.2% | +349.4% | +295.5% |
| 3Y | +474.0% | -26.0% | +500.0% | +657.2% |
| 5Y | +60.4% | -34.3% | +94.7% | +144.8% |
| All | +82.9% | +37.9% | +45.0% | +10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling