+47.5%
KORU vs PCOR
-43.0%
+90.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.3% | +17.7% | +15.5% |
| 7D | +13.0% | -9.0% | +22.0% | +18.0% |
| 30D | +27.3% | +4.2% | +23.1% | +23.5% |
| 3M | -55.3% | +14.4% | -69.7% | -59.5% |
| 6M | +11.6% | +0.2% | +11.4% | +4.9% |
| YTD | +158.5% | -20.3% | +178.8% | +170.4% |
| 1Y | +482.2% | -16.1% | +498.3% | +480.9% |
| 3Y | +471.9% | -14.7% | +486.6% | +444.1% |
| All | +47.5% | -43.0% | +90.5% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling