+82.9%
KORU vs UUUU
+465.5%
-382.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -5.0% | +14.0% | +11.0% |
| 7D | -1.7% | -10.5% | +8.8% | +2.7% |
| 30D | +13.5% | -10.5% | +24.0% | +19.1% |
| 3M | -45.2% | -14.1% | -31.1% | -39.3% |
| 6M | +17.1% | -35.5% | +52.6% | +50.9% |
| YTD | +154.1% | -10.9% | +165.1% | +195.5% |
| 1Y | +375.7% | +3.4% | +372.3% | +394.0% |
| 3Y | +474.0% | +73.1% | +400.9% | +346.1% |
| 5Y | +60.4% | +87.1% | -26.7% | +14.7% |
| All | +82.9% | +465.5% | -382.6% | -30.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling