+56.9%
KORU vs PHM
+156.2%
-99.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +7.7% |
| 7D | -1.7% | -5.0% | +3.3% | +2.7% |
| 30D | +13.5% | -8.4% | +22.0% | +22.6% |
| 3M | -45.2% | -4.4% | -40.8% | -44.0% |
| 6M | +17.1% | -3.7% | +20.9% | +23.0% |
| YTD | +154.1% | +1.3% | +152.9% | +156.0% |
| 1Y | +375.7% | -14.0% | +389.7% | +437.1% |
| 3Y | +474.0% | +48.1% | +425.9% | +295.6% |
| All | +56.9% | +156.2% | -99.2% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling