+29.3%
KORU vs USB
+193.3%
-163.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.7% |
| 7D | +13.0% | +1.4% | +11.6% | +11.4% |
| 30D | +27.3% | -1.3% | +28.6% | +28.6% |
| 3M | -55.3% | +15.2% | -70.5% | -62.8% |
| 6M | +11.6% | +18.8% | -7.2% | -10.1% |
| YTD | +158.5% | +21.0% | +137.5% | +104.5% |
| 1Y | +482.2% | +34.0% | +448.1% | +309.7% |
| 3Y | +471.9% | +95.3% | +376.6% | +163.3% |
| 5Y | +41.1% | +40.4% | +0.8% | -9.0% |
| 10Y | +80.2% | +107.3% | -27.1% | -26.0% |
| All | +29.3% | +193.3% | -163.9% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling