+467.0%
KORU vs USB
+33.0%
+434.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.9% |
| 7D | +24.3% | +2.1% | +22.2% | +23.6% |
| 30D | +37.3% | -2.3% | +39.6% | +37.9% |
| 3M | -32.8% | +13.9% | -46.7% | -37.7% |
| 6M | +36.9% | +21.6% | +15.3% | +18.7% |
| YTD | +162.6% | +19.3% | +143.3% | +130.0% |
| 1Y | +467.0% | +33.6% | +433.5% | +373.4% |
| All | +467.0% | +33.0% | +434.0% | +373.4% |
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