-20.7%
KORU vs URI
+1,173.3%
-1,194.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.1% | -4.3% |
| 7D | +11.1% | +6.7% | +4.4% | +5.9% |
| 30D | -40.6% | +8.9% | -49.5% | -42.8% |
| 3M | -63.9% | +0.5% | -64.4% | -62.1% |
| 6M | -82.8% | +20.7% | -103.5% | -83.7% |
| YTD | -15.4% | +40.0% | -55.4% | -33.7% |
| 1Y | -3.3% | +34.4% | -37.7% | -21.4% |
| 3Y | +136.2% | +149.5% | -13.3% | +2.9% |
| 5Y | -36.7% | +205.6% | -242.3% | -77.5% |
| All | -20.7% | +1,173.3% | -1,194.1% | -89.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling