+29.3%
KORU vs URA
+86.4%
-57.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.6% |
| 7D | +13.0% | +1.1% | +11.9% | +12.0% |
| 30D | +27.3% | +7.4% | +19.9% | +19.2% |
| 3M | -55.3% | -8.4% | -46.9% | -41.9% |
| 6M | +11.6% | -12.7% | +24.3% | +64.7% |
| YTD | +158.5% | +7.8% | +150.8% | +225.7% |
| 1Y | +482.2% | +19.5% | +462.7% | +538.9% |
| 3Y | +471.9% | +116.4% | +355.5% | +235.6% |
| 5Y | +41.1% | +134.3% | -93.1% | -28.6% |
| 10Y | +80.2% | +359.3% | -279.1% | -56.4% |
| All | +29.3% | +86.4% | -57.1% | -47.8% |
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