+16.6%
KORU vs UUUU
+81.7%
-65.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.3% | -6.2% | -10.2% |
| 7D | +2.3% | -5.0% | +7.3% | +4.5% |
| 30D | +20.0% | -7.8% | +27.8% | +24.1% |
| 3M | -32.7% | -0.4% | -32.3% | -29.2% |
| 6M | +13.3% | -32.9% | +46.2% | +41.2% |
| YTD | +133.2% | -6.3% | +139.5% | +163.7% |
| 1Y | +357.3% | +7.9% | +349.4% | +368.7% |
| 3Y | +452.7% | +85.2% | +367.5% | +334.6% |
| 5Y | +47.2% | +97.0% | -49.8% | +8.6% |
| 10Y | +67.6% | +492.6% | -425.0% | -27.2% |
| All | +16.6% | +81.7% | -65.1% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling