-57.7%
KORU vs URA
+28.9%
-86.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -3.6% |
| 7D | +11.1% | -1.5% | +12.7% | +14.0% |
| 30D | -40.6% | -10.4% | -30.2% | -28.8% |
| 3M | -63.9% | -29.6% | -34.3% | -41.6% |
| 6M | -82.8% | -40.3% | -42.5% | -61.0% |
| YTD | -15.4% | -25.5% | +10.1% | +73.7% |
| 1Y | -3.3% | -26.4% | +23.2% | +98.6% |
| 3Y | +136.2% | +31.4% | +104.7% | +160.3% |
| 5Y | -36.7% | +28.6% | -65.3% | -30.1% |
| 10Y | -22.9% | +260.9% | -283.8% | -72.8% |
| All | -57.7% | +28.9% | -86.6% | -72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling