-12.4%
KORU vs USB
+31.9%
-44.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +6.0% |
| 7D | -35.0% | 0.0% | -35.0% | -34.5% |
| 30D | -65.5% | +5.8% | -71.4% | -66.0% |
| 3M | -58.9% | -6.0% | -52.9% | -57.6% |
| 6M | -83.5% | +7.8% | -91.3% | -84.4% |
| YTD | -23.9% | +14.6% | -38.5% | -36.6% |
| 1Y | -12.4% | +31.8% | -44.2% | -33.2% |
| All | -12.4% | +31.9% | -44.4% | -33.2% |
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