+482.2%
KORU vs PEG
-7.0%
+489.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.6% | +13.5% |
| 7D | +13.0% | +0.7% | +12.3% | +12.8% |
| 30D | +27.3% | -2.4% | +29.7% | +28.2% |
| 3M | -55.3% | -4.8% | -50.5% | -55.7% |
| 6M | +11.6% | -10.7% | +22.3% | +20.3% |
| YTD | +158.5% | -6.7% | +165.2% | +169.6% |
| 1Y | +482.2% | -6.8% | +489.0% | +523.2% |
| All | +482.2% | -7.0% | +489.1% | +523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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