-57.7%
KORU vs PAAS
+208.9%
-266.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | +11.1% | -8.9% | +20.1% | +16.1% |
| 30D | -40.6% | -11.4% | -29.2% | -36.7% |
| 3M | -63.9% | -20.4% | -43.4% | -59.0% |
| 6M | -82.8% | -40.7% | -42.1% | -76.8% |
| YTD | -15.4% | -26.9% | +11.5% | +7.8% |
| 1Y | -3.3% | -3.1% | -0.2% | +10.1% |
| 3Y | +136.2% | +199.3% | -63.1% | +77.6% |
| 5Y | -36.7% | +48.3% | -85.0% | -41.3% |
| 10Y | -22.9% | +197.6% | -220.5% | -46.6% |
| All | -57.7% | +208.9% | -266.6% | -73.4% |
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