+78.9%
UBER vs KORU
+58.1%
+20.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.0% | -10.2% | -2.4% |
| 7D | -5.4% | -1.7% | -3.7% | -5.4% |
| 30D | -4.9% | +13.5% | -18.4% | -7.6% |
| 3M | +3.0% | -45.2% | +48.3% | +4.2% |
| 6M | -4.4% | +17.1% | -21.5% | -26.2% |
| YTD | -12.3% | +154.1% | -166.4% | -47.0% |
| 1Y | -24.3% | +375.7% | -400.0% | -62.1% |
| 3Y | +46.4% | +474.0% | -427.6% | -38.3% |
| All | +78.9% | +58.1% | +20.8% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling