+426.7%
KORU vs PHM
+47.0%
+379.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.4% | -10.8% |
| 7D | +2.3% | -6.4% | +8.7% | +8.0% |
| 30D | +20.0% | -12.1% | +32.1% | +33.4% |
| 3M | -32.7% | -1.5% | -31.2% | -32.7% |
| 6M | +13.3% | -6.0% | +19.3% | +20.0% |
| YTD | +133.2% | -0.3% | +133.5% | +136.9% |
| 1Y | +357.3% | -13.3% | +370.6% | +407.6% |
| All | +426.7% | +47.0% | +379.8% | +236.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling