+29.3%
KORU vs URI
+1,860.0%
-1,830.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.6% | +11.8% | +12.2% |
| 7D | +13.0% | -2.0% | +15.0% | +15.1% |
| 30D | +27.3% | -12.9% | +40.2% | +42.7% |
| 3M | -55.3% | -6.7% | -48.6% | -50.1% |
| 6M | +11.6% | +19.0% | -7.4% | +0.2% |
| YTD | +158.5% | +25.5% | +133.0% | +118.8% |
| 1Y | +482.2% | +5.5% | +476.6% | +460.2% |
| 3Y | +471.9% | +111.3% | +360.6% | +206.7% |
| 5Y | +41.1% | +198.6% | -157.4% | -42.4% |
| 10Y | +80.2% | +1,179.9% | -1,099.7% | -72.4% |
| All | +29.3% | +1,860.0% | -1,830.7% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling