+375.7%
KORU vs UTHR
+25.4%
+350.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.3% | +10.3% | +9.3% |
| 7D | -1.7% | +1.9% | -3.7% | -2.1% |
| 30D | +13.5% | -2.9% | +16.4% | +14.1% |
| 3M | -45.2% | -8.9% | -36.3% | -44.2% |
| 6M | +17.1% | -8.7% | +25.9% | +21.0% |
| YTD | +154.1% | +2.0% | +152.1% | +148.8% |
| 1Y | +375.7% | +22.8% | +352.9% | +352.4% |
| All | +375.7% | +25.4% | +350.3% | +352.4% |
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