+82.2%
UBER vs KORU
+137.9%
-55.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.4% | -13.7% | -2.6% |
| 7D | -3.9% | +13.0% | -16.9% | -6.1% |
| 30D | +11.1% | +27.3% | -16.2% | +4.6% |
| 3M | +4.9% | -55.3% | +60.2% | +6.2% |
| 6M | -1.2% | +11.6% | -12.8% | -27.4% |
| YTD | -7.3% | +158.5% | -165.8% | -48.0% |
| 1Y | -17.6% | +482.2% | -499.8% | -64.0% |
| 3Y | +61.1% | +471.9% | -410.8% | -37.7% |
| 5Y | +87.9% | +41.1% | +46.8% | -1.4% |
| All | +82.2% | +137.9% | -55.7% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling