+12.7%
KORU vs PL
+81.7%
-69.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.2% |
| 7D | +24.3% | -7.5% | +31.8% | +27.5% |
| 30D | +37.3% | -25.6% | +62.9% | +53.5% |
| 3M | -32.8% | -45.6% | +12.8% | -14.5% |
| 6M | +36.9% | -29.5% | +66.5% | +64.5% |
| YTD | +162.6% | -9.7% | +172.3% | +193.8% |
| 1Y | +467.0% | +84.4% | +382.7% | +394.1% |
| 3Y | +522.4% | +550.0% | -27.6% | +200.7% |
| 5Y | +57.9% | +79.0% | -21.1% | +4.0% |
| All | +12.7% | +81.7% | -69.0% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling