+31.4%
KORU vs PEG
+243.6%
-212.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +0.9% |
| 7D | +24.3% | +1.0% | +23.3% | +23.1% |
| 30D | +37.3% | -1.9% | +39.2% | +39.6% |
| 3M | -32.8% | -3.7% | -29.1% | -31.2% |
| 6M | +36.9% | -9.4% | +46.3% | +46.5% |
| YTD | +162.6% | -6.0% | +168.6% | +172.1% |
| 1Y | +467.0% | -4.4% | +471.4% | +473.4% |
| 3Y | +522.4% | +33.5% | +488.8% | +344.0% |
| 5Y | +57.9% | +35.7% | +22.1% | +10.9% |
| 10Y | +70.8% | +140.4% | -69.7% | -26.2% |
| All | +31.4% | +243.6% | -212.2% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling