+29.3%
KORU vs PH
+1,221.4%
-1,192.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.7% |
| 7D | +13.0% | -3.1% | +16.1% | +17.6% |
| 30D | +27.3% | -3.2% | +30.5% | +30.0% |
| 3M | -55.3% | +10.6% | -65.9% | -59.8% |
| 6M | +11.6% | -2.1% | +13.7% | +18.6% |
| YTD | +158.5% | +10.2% | +148.4% | +141.3% |
| 1Y | +482.2% | +28.2% | +453.9% | +343.6% |
| 3Y | +471.9% | +134.9% | +337.0% | +100.8% |
| 5Y | +41.1% | +253.6% | -212.5% | -69.8% |
| 10Y | +80.2% | +804.7% | -724.5% | -86.0% |
| All | +29.3% | +1,221.4% | -1,192.1% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling