+47.2%
KORU vs PEG
+35.4%
+11.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.4% | -12.4% |
| 7D | +2.3% | -0.9% | +3.2% | +3.1% |
| 30D | +20.0% | -2.8% | +22.8% | +22.6% |
| 3M | -32.7% | -6.9% | -25.8% | -29.2% |
| 6M | +13.3% | -11.4% | +24.7% | +23.3% |
| YTD | +133.2% | -7.4% | +140.6% | +144.4% |
| 1Y | +357.3% | -8.3% | +365.5% | +380.1% |
| 3Y | +452.7% | +31.5% | +421.1% | +296.4% |
| 5Y | +47.2% | +38.0% | +9.2% | -4.4% |
| All | +47.2% | +35.4% | +11.8% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling