+482.2%
KORU vs PGR
-6.1%
+488.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.2% | +15.6% | +8.3% |
| 7D | +13.0% | +0.1% | +12.9% | +14.1% |
| 30D | +27.3% | +2.9% | +24.4% | +39.5% |
| 3M | -55.3% | +12.1% | -67.4% | -27.4% |
| 6M | +11.6% | +3.7% | +7.9% | +72.6% |
| YTD | +158.5% | +2.4% | +156.2% | +291.1% |
| 1Y | +482.2% | -6.4% | +488.5% | +798.8% |
| All | +482.2% | -6.1% | +488.3% | +798.8% |
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