+485.3%
KORU vs USB
+95.2%
+390.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.6% |
| 7D | +13.0% | +1.4% | +11.6% | +11.8% |
| 30D | +27.3% | -1.3% | +28.6% | +28.3% |
| 3M | -55.3% | +15.2% | -70.5% | -61.5% |
| 6M | +11.6% | +18.8% | -7.2% | -6.6% |
| YTD | +158.5% | +21.0% | +137.5% | +112.8% |
| 1Y | +482.2% | +34.0% | +448.1% | +335.1% |
| All | +485.3% | +95.2% | +390.2% | +194.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling