+357.3%
KORU vs URA
+11.7%
+345.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.0% | -8.6% | -5.4% |
| 7D | +2.3% | -1.5% | +3.9% | +5.7% |
| 30D | +20.0% | -0.4% | +20.4% | +22.5% |
| 3M | -32.7% | +6.3% | -39.0% | -29.2% |
| 6M | +13.3% | -14.0% | +27.3% | +84.0% |
| YTD | +133.2% | +5.3% | +127.9% | +259.8% |
| 1Y | +357.3% | +11.7% | +345.6% | +603.6% |
| All | +357.3% | +11.7% | +345.5% | +603.6% |
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