+57.9%
KORU vs PDD
-25.6%
+83.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.8% |
| 7D | +24.3% | -4.1% | +28.4% | +26.4% |
| 30D | +37.3% | -13.1% | +50.4% | +44.9% |
| 3M | -32.8% | -3.5% | -29.3% | -33.1% |
| 6M | +36.9% | -21.8% | +58.7% | +51.3% |
| YTD | +162.6% | -29.7% | +192.3% | +204.2% |
| 1Y | +467.0% | -36.2% | +503.2% | +586.6% |
| 3Y | +522.4% | -16.4% | +538.7% | +536.3% |
| 5Y | +57.9% | -23.8% | +81.7% | +58.6% |
| All | +57.9% | -25.6% | +83.5% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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