+91.6%
KORU vs URI
+1,196.9%
-1,105.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.4% |
| 7D | +20.1% | +5.0% | +15.1% | +15.5% |
| 30D | +47.5% | -9.4% | +56.9% | +61.2% |
| 3M | -30.1% | -5.8% | -24.2% | -22.8% |
| 6M | +20.1% | +25.8% | -5.7% | +1.9% |
| YTD | +166.6% | +27.9% | +138.7% | +118.7% |
| 1Y | +458.9% | +9.7% | +449.2% | +418.3% |
| 3Y | +531.8% | +128.0% | +403.8% | +196.8% |
| 5Y | +67.7% | +212.4% | -144.7% | -41.1% |
| 10Y | +91.6% | +1,271.8% | -1,180.3% | -66.0% |
| All | +91.6% | +1,196.9% | -1,105.4% | -66.0% |
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