+136.2%
KORU vs PH
+135.5%
+0.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +11.1% | +4.3% | +6.8% | +5.6% |
| 30D | -40.6% | +0.1% | -40.7% | -39.0% |
| 3M | -63.9% | -9.4% | -54.5% | -57.7% |
| 6M | -82.8% | +8.8% | -91.6% | -83.5% |
| YTD | -15.4% | +9.6% | -25.0% | -15.9% |
| 1Y | -3.3% | +14.4% | -17.7% | -7.5% |
| 3Y | +136.2% | +134.5% | +1.6% | -0.3% |
| All | +136.2% | +135.5% | +0.7% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 3y: compounded portfolio wealth divided by compounded PH 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…
3y analysis · Full analysis span regression · 6 months rolling