+48.3%
UBER vs KORU
+431.1%
-382.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -12.5% | +14.6% | +3.0% |
| 7D | -4.5% | +2.3% | -6.8% | -4.8% |
| 30D | -7.6% | +20.0% | -27.6% | -9.5% |
| 3M | +5.8% | -32.7% | +38.5% | +4.2% |
| 6M | +0.3% | +13.3% | -13.1% | -14.1% |
| YTD | -11.2% | +133.2% | -144.4% | -35.3% |
| 1Y | -23.0% | +357.3% | -380.3% | -51.2% |
| All | +48.3% | +431.1% | -382.8% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 3y: compounded portfolio wealth divided by compounded KORU 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…
3y analysis · Full analysis span regression · 6 months rolling