+22.5%
KORU vs USB
+36.4%
-13.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -5.6% |
| 7D | -24.3% | +2.4% | -26.7% | -24.6% |
| 30D | -54.2% | +6.6% | -60.8% | -55.0% |
| 3M | -45.4% | -4.1% | -41.4% | -44.4% |
| 6M | -66.5% | +12.5% | -78.9% | -69.3% |
| YTD | +14.9% | +17.6% | -2.7% | -5.8% |
| 1Y | +22.5% | +36.5% | -14.0% | -11.3% |
| All | +22.5% | +36.4% | -13.9% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling