+482.2%
KORU vs PCAR
+32.4%
+449.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.3% | +13.1% |
| 7D | +13.0% | -0.5% | +13.5% | +14.3% |
| 30D | +27.3% | -6.2% | +33.5% | +45.6% |
| 3M | -55.3% | +5.9% | -61.2% | -57.9% |
| 6M | +11.6% | +0.4% | +11.2% | +11.9% |
| YTD | +158.5% | +14.8% | +143.7% | +139.1% |
| 1Y | +482.2% | +30.1% | +452.1% | +414.6% |
| All | +482.2% | +32.4% | +449.8% | +414.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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