+522.4%
KORU vs URI
+126.5%
+395.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.2% |
| 7D | +24.3% | +2.5% | +21.8% | +22.1% |
| 30D | +37.3% | -12.5% | +49.9% | +52.9% |
| 3M | -32.8% | -6.2% | -26.6% | -26.2% |
| 6M | +36.9% | +25.9% | +11.0% | +23.4% |
| YTD | +162.6% | +26.2% | +136.4% | +132.4% |
| 1Y | +467.0% | +5.5% | +461.5% | +463.7% |
| 3Y | +522.4% | +125.0% | +397.4% | +235.7% |
| All | +522.4% | +126.5% | +395.9% | +235.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling