+44.0%
KORU vs UUUU
+88.5%
-44.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.3% | -6.2% | -9.4% |
| 7D | +2.3% | -5.0% | +7.3% | +5.3% |
| 30D | +20.0% | -7.8% | +27.8% | +25.6% |
| 3M | -32.7% | -0.4% | -32.3% | -28.2% |
| 6M | +13.3% | -32.9% | +46.2% | +49.3% |
| YTD | +133.2% | -6.3% | +139.5% | +173.1% |
| 1Y | +357.3% | +7.9% | +349.4% | +366.9% |
| 3Y | +452.7% | +85.2% | +367.5% | +287.4% |
| All | +44.0% | +88.5% | -44.5% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling