+19.6%
KORU vs PGR
+19.3%
+0.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.5% | -7.8% | +0.5% |
| 7D | -24.3% | +4.1% | -28.4% | -16.3% |
| 30D | -54.2% | +10.4% | -64.7% | -40.9% |
| 3M | -45.4% | +11.4% | -56.9% | -26.7% |
| 6M | -66.5% | +17.9% | -84.4% | -34.1% |
| YTD | +14.9% | +9.8% | +5.1% | +122.2% |
| All | +19.6% | +19.3% | +0.3% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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