+47.5%
KORU vs USB
+40.0%
+7.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.6% |
| 7D | +13.0% | +1.4% | +11.6% | +11.7% |
| 30D | +27.3% | -1.3% | +28.6% | +28.4% |
| 3M | -55.3% | +15.2% | -70.5% | -61.6% |
| 6M | +11.6% | +18.8% | -7.2% | -6.7% |
| YTD | +158.5% | +21.0% | +137.5% | +112.9% |
| 1Y | +482.2% | +34.0% | +448.1% | +335.5% |
| 3Y | +471.9% | +95.3% | +376.6% | +203.8% |
| All | +47.5% | +40.0% | +7.4% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling