+4.6%
UNH vs KORU
+43.7%
-39.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -12.5% | +11.3% | -1.0% |
| 7D | -3.2% | +2.3% | -5.5% | -3.2% |
| 30D | -3.5% | +20.0% | -23.5% | -4.0% |
| 3M | -4.2% | -32.7% | +28.6% | -4.7% |
| 6M | +38.3% | +13.3% | +25.0% | +30.9% |
| YTD | +19.2% | +133.2% | -114.0% | +8.5% |
| 1Y | +15.0% | +357.3% | -342.3% | +0.9% |
| 3Y | -14.5% | +452.7% | -467.2% | -27.2% |
| 5Y | +4.6% | +47.2% | -42.6% | -2.2% |
| All | +4.6% | +43.7% | -39.1% | -2.2% |
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 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