+22.5%
KORU vs UUUU
-55.1%
+77.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.4% | -4.4% |
| 7D | -24.3% | -14.4% | -9.9% | -11.0% |
| 30D | -54.2% | -33.6% | -20.6% | -30.8% |
| 3M | -45.4% | -44.2% | -1.3% | -2.6% |
| 6M | -66.5% | -66.8% | +0.3% | +0.7% |
| YTD | +14.9% | -50.6% | +65.5% | +189.4% |
| 1Y | +22.5% | -57.8% | +80.3% | +224.6% |
| All | +22.5% | -55.1% | +77.7% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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