+482.2%
KORU vs URI
+7.3%
+474.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.6% | +11.8% | +12.1% |
| 7D | +13.0% | -2.0% | +15.0% | +15.3% |
| 30D | +27.3% | -12.9% | +40.2% | +44.5% |
| 3M | -55.3% | -6.7% | -48.6% | -49.7% |
| 6M | +11.6% | +19.0% | -7.4% | +9.1% |
| YTD | +158.5% | +25.5% | +133.0% | +137.1% |
| 1Y | +482.2% | +5.5% | +476.6% | +483.2% |
| All | +482.2% | +7.3% | +474.9% | +483.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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