+33.3%
KORU vs UPS
+93.0%
-59.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.8% |
| 7D | +20.1% | -3.7% | +23.8% | +24.6% |
| 30D | +47.5% | -3.7% | +51.2% | +53.3% |
| 3M | -30.1% | -6.6% | -23.5% | -23.5% |
| 6M | +20.1% | +2.6% | +17.6% | +22.0% |
| YTD | +166.6% | +4.8% | +161.8% | +166.7% |
| 1Y | +458.9% | +25.3% | +433.7% | +363.3% |
| 3Y | +531.8% | -26.9% | +558.6% | +752.2% |
| 5Y | +67.7% | -33.5% | +101.2% | +155.7% |
| 10Y | +91.6% | +36.1% | +55.5% | +14.6% |
| All | +33.3% | +93.0% | -59.7% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling