+458.9%
KORU vs PCAR
+27.2%
+431.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.5% |
| 7D | +20.1% | -0.2% | +20.3% | +20.4% |
| 30D | +47.5% | -6.9% | +54.4% | +70.4% |
| 3M | -30.1% | +2.1% | -32.2% | -30.8% |
| 6M | +20.1% | +1.6% | +18.5% | +19.9% |
| YTD | +166.6% | +12.2% | +154.4% | +156.7% |
| 1Y | +458.9% | +28.0% | +430.9% | +411.2% |
| All | +458.9% | +27.2% | +431.8% | +411.2% |
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