+22.5%
KORU vs PL
-0.6%
+23.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.4% | +1.1% | -1.4% |
| 7D | -24.3% | -11.7% | -12.6% | -17.9% |
| 30D | -54.2% | -27.1% | -27.1% | -44.1% |
| 3M | -45.4% | -44.6% | -0.9% | -22.1% |
| 6M | -66.5% | -67.2% | +0.7% | -33.8% |
| YTD | +14.9% | -35.9% | +50.7% | +108.6% |
| 1Y | +22.5% | -0.4% | +22.9% | +120.6% |
| All | +22.5% | -0.6% | +23.2% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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