+482.2%
KORU vs PEP
-4.0%
+486.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.1% | +10.2% |
| 7D | +13.0% | -2.4% | +15.4% | +8.2% |
| 30D | +27.3% | -0.8% | +28.1% | +26.7% |
| 3M | -55.3% | -2.2% | -53.1% | -52.2% |
| 6M | +11.6% | -14.4% | +26.0% | +15.2% |
| YTD | +158.5% | -2.2% | +160.8% | +205.1% |
| 1Y | +482.2% | -2.6% | +484.7% | +611.0% |
| All | +482.2% | -4.0% | +486.1% | +611.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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