+31.4%
KORU vs UTHR
+727.3%
-696.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.8% |
| 7D | +24.3% | -2.9% | +27.2% | +25.5% |
| 30D | +37.3% | -7.6% | +44.9% | +40.9% |
| 3M | -32.8% | -8.6% | -24.2% | -31.1% |
| 6M | +36.9% | +4.1% | +32.8% | +32.5% |
| YTD | +162.6% | +2.2% | +160.4% | +156.3% |
| 1Y | +467.0% | +26.2% | +440.8% | +407.2% |
| 3Y | +522.4% | +121.2% | +401.2% | +312.2% |
| 5Y | +57.9% | +136.5% | -78.7% | -0.9% |
| 10Y | +70.8% | +300.1% | -229.4% | -19.2% |
| All | +31.4% | +727.3% | -696.0% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling