+426.7%
KORU vs UPS
-26.6%
+453.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.8% | -13.3% | -13.2% |
| 7D | +2.3% | -3.4% | +5.7% | +5.4% |
| 30D | +20.0% | -2.7% | +22.8% | +23.0% |
| 3M | -32.7% | -1.6% | -31.1% | -30.5% |
| 6M | +13.3% | +2.3% | +11.0% | +15.3% |
| YTD | +133.2% | +5.6% | +127.6% | +134.7% |
| 1Y | +357.3% | +27.1% | +330.2% | +302.4% |
| All | +426.7% | -26.6% | +453.3% | +549.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling