-35.4%
KORU vs URI
+199.0%
-234.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +6.9% | +4.4% | +5.3% |
| 7D | -25.8% | -4.0% | -21.8% | -20.7% |
| 30D | -56.9% | +6.8% | -63.7% | -57.9% |
| 3M | -55.7% | -2.8% | -52.9% | -52.6% |
| 6M | -83.7% | +20.9% | -104.5% | -84.6% |
| YTD | -15.3% | +40.2% | -55.5% | -31.8% |
| 1Y | +3.4% | +34.1% | -30.7% | -13.6% |
| 3Y | +133.8% | +164.1% | -30.4% | -0.3% |
| 5Y | -35.4% | +199.3% | -234.7% | -75.3% |
| All | -35.4% | +199.0% | -234.3% | -75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling