+482.2%
KORU vs PBR
+70.4%
+411.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.3% | +13.5% |
| 7D | +13.0% | +8.6% | +4.4% | +12.2% |
| 30D | +27.3% | +12.8% | +14.5% | +26.0% |
| 3M | -55.3% | +14.7% | -70.0% | -55.6% |
| 6M | +11.6% | +25.2% | -13.6% | -9.1% |
| YTD | +158.5% | +77.1% | +81.4% | +87.6% |
| 1Y | +482.2% | +69.6% | +412.6% | +312.5% |
| All | +482.2% | +70.4% | +411.8% | +312.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling