+136.2%
KORU vs PAAS
+195.7%
-59.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.9% |
| 7D | +11.1% | -8.9% | +20.1% | +20.3% |
| 30D | -40.6% | -11.4% | -29.2% | -33.4% |
| 3M | -63.9% | -20.4% | -43.4% | -54.7% |
| 6M | -82.8% | -40.7% | -42.1% | -71.6% |
| YTD | -15.4% | -26.9% | +11.5% | +27.0% |
| 1Y | -3.3% | -3.1% | -0.2% | +22.2% |
| 3Y | +136.2% | +199.3% | -63.1% | +52.1% |
| All | +136.2% | +195.7% | -59.5% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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