+482.2%
KORU vs PHM
-6.9%
+489.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.3% |
| 7D | +13.0% | -3.2% | +16.2% | +16.9% |
| 30D | +27.3% | -6.4% | +33.7% | +36.4% |
| 3M | -55.3% | +5.5% | -60.8% | -59.2% |
| 6M | +11.6% | -5.4% | +17.0% | +8.0% |
| YTD | +158.5% | +6.6% | +152.0% | +143.2% |
| 1Y | +482.2% | -8.8% | +491.0% | +478.8% |
| All | +482.2% | -6.9% | +489.1% | +478.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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