+67.7%
KORU vs PINS
-66.4%
+134.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.2% | +10.7% | +4.8% |
| 7D | +20.1% | -13.9% | +34.0% | +26.1% |
| 30D | +47.5% | -25.0% | +72.5% | +61.9% |
| 3M | -30.1% | -16.6% | -13.5% | -27.4% |
| 6M | +20.1% | -7.0% | +27.1% | +19.9% |
| YTD | +166.6% | -29.4% | +196.0% | +185.3% |
| 1Y | +458.9% | -49.9% | +508.9% | +580.1% |
| 3Y | +531.8% | -33.6% | +565.4% | +539.9% |
| 5Y | +67.7% | -66.8% | +134.5% | +61.4% |
| All | +67.7% | -66.4% | +134.1% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling