+482.2%
KORU vs UUUU
+27.9%
+454.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.9% |
| 7D | +13.0% | -1.4% | +14.4% | +14.4% |
| 30D | +27.3% | +16.3% | +11.0% | +13.9% |
| 3M | -55.3% | -16.7% | -38.6% | -46.0% |
| 6M | +11.6% | -33.7% | +45.3% | +46.2% |
| YTD | +158.5% | -0.5% | +159.0% | +230.1% |
| 1Y | +482.2% | +28.9% | +453.3% | +618.0% |
| All | +482.2% | +27.9% | +454.2% | +618.0% |
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