-52.9%
KORU vs URI
+2,133.6%
-2,186.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.2% | +14.3% | +15.2% |
| 7D | -18.1% | +2.4% | -20.5% | -16.8% |
| 30D | -45.7% | +8.9% | -54.6% | -47.4% |
| 3M | -51.6% | +0.8% | -52.4% | -49.6% |
| 6M | -82.6% | +23.1% | -105.8% | -83.8% |
| YTD | -5.9% | +43.1% | -49.0% | -25.2% |
| 1Y | +3.3% | +35.7% | -32.4% | -14.4% |
| 3Y | +154.5% | +158.2% | -3.7% | +21.5% |
| 5Y | -26.6% | +212.6% | -239.1% | -69.8% |
| 10Y | -14.3% | +1,210.8% | -1,225.0% | -86.7% |
| All | -52.9% | +2,133.6% | -2,186.5% | -94.9% |
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