+29.3%
KORU vs PAAS
+323.0%
-293.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.4% | +15.8% | +14.5% |
| 7D | +13.0% | -2.9% | +15.9% | +14.5% |
| 30D | +27.3% | +6.8% | +20.5% | +23.7% |
| 3M | -55.3% | -2.9% | -52.4% | -52.4% |
| 6M | +11.6% | -16.4% | +28.0% | +28.5% |
| YTD | +158.5% | 0.0% | +158.5% | +180.8% |
| 1Y | +482.2% | +54.3% | +427.8% | +434.6% |
| 3Y | +471.9% | +230.7% | +241.2% | +293.6% |
| 5Y | +41.1% | +111.6% | -70.5% | +10.2% |
| 10Y | +80.2% | +211.7% | -131.5% | +14.4% |
| All | +29.3% | +323.0% | -293.6% | -30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling