+167.4%
KORU vs PFGC
+409.4%
-242.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.4% | +2.6% |
| 7D | +24.3% | -2.4% | +26.7% | +25.8% |
| 30D | +37.3% | -15.8% | +53.1% | +49.0% |
| 3M | -32.8% | -0.6% | -32.2% | -34.6% |
| 6M | +36.9% | +10.7% | +26.2% | +26.4% |
| YTD | +162.6% | +7.6% | +155.0% | +148.8% |
| 1Y | +467.0% | -7.8% | +474.8% | +476.5% |
| 3Y | +522.4% | +63.7% | +458.6% | +371.2% |
| 5Y | +57.9% | +112.3% | -54.4% | +6.6% |
| 10Y | +70.8% | +286.7% | -215.9% | -1.2% |
| All | +167.4% | +409.4% | -242.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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