-27.8%
KORU vs URI
+1,189.1%
-1,216.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.1% | -4.2% | -4.4% |
| 7D | -34.5% | -6.0% | -28.5% | -28.5% |
| 30D | -59.6% | +4.6% | -64.2% | -59.8% |
| 3M | -56.1% | -2.7% | -53.4% | -52.9% |
| 6M | -84.7% | +18.4% | -103.1% | -85.4% |
| YTD | -20.6% | +37.4% | -57.9% | -37.0% |
| 1Y | -13.9% | +30.4% | -44.2% | -28.4% |
| 3Y | +114.9% | +147.9% | -33.1% | -6.2% |
| 5Y | -36.0% | +202.1% | -238.0% | -77.1% |
| 10Y | -27.8% | +1,182.4% | -1,210.3% | -90.0% |
| All | -27.8% | +1,189.1% | -1,216.9% | -90.0% |
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