+482.2%
KORU vs UTHR
+23.3%
+458.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +13.6% |
| 7D | +13.0% | -5.4% | +18.4% | +14.4% |
| 30D | +27.3% | -6.0% | +33.3% | +28.8% |
| 3M | -55.3% | -11.0% | -44.3% | -54.3% |
| 6M | +11.6% | -0.5% | +12.1% | +9.3% |
| YTD | +158.5% | +0.1% | +158.5% | +154.7% |
| 1Y | +482.2% | +28.2% | +454.0% | +469.3% |
| All | +482.2% | +23.3% | +458.9% | +469.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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