+59.1%
KORU vs PINS
-20.9%
+80.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +2.7% | -15.3% | -13.6% |
| 7D | +2.3% | -9.9% | +12.2% | +5.9% |
| 30D | +20.0% | -20.9% | +40.9% | +30.1% |
| 3M | -32.7% | -13.7% | -19.0% | -31.0% |
| 6M | +13.3% | -3.0% | +16.4% | +11.2% |
| YTD | +133.2% | -27.5% | +160.7% | +146.7% |
| 1Y | +357.3% | -46.8% | +404.1% | +442.8% |
| 3Y | +452.7% | -31.8% | +484.5% | +455.0% |
| 5Y | +47.2% | -65.4% | +112.6% | +76.8% |
| All | +59.1% | -20.9% | +80.0% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling