+482.2%
KORU vs URA
+17.2%
+464.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.0% |
| 7D | +13.0% | +1.1% | +11.9% | +11.3% |
| 30D | +27.3% | +7.4% | +19.9% | +13.1% |
| 3M | -55.3% | -8.4% | -46.9% | -37.8% |
| 6M | +11.6% | -12.7% | +24.3% | +76.0% |
| YTD | +158.5% | +7.8% | +150.8% | +281.1% |
| 1Y | +482.2% | +19.5% | +462.7% | +762.3% |
| All | +482.2% | +17.2% | +464.9% | +762.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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