+698.8%
UNH vs KORU
+35.0%
+663.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.8% |
| 7D | +1.1% | +24.3% | -23.2% | -0.7% |
| 30D | -1.5% | +37.3% | -38.9% | -4.8% |
| 3M | -0.8% | -32.8% | +31.9% | -2.6% |
| 6M | +41.8% | +36.9% | +4.9% | +20.9% |
| YTD | +23.1% | +162.6% | -139.6% | -4.9% |
| 1Y | +28.5% | +467.0% | -438.5% | -10.6% |
| 3Y | -11.8% | +522.4% | -534.1% | -43.1% |
| 5Y | +5.3% | +57.9% | -52.5% | -22.4% |
| 10Y | +247.4% | +70.8% | +176.7% | +105.9% |
| All | +698.8% | +35.0% | +663.8% | +358.9% |
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