-8.2%
KORU vs PL
+8.6%
-16.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +14.5% | -3.2% | +2.1% |
| 7D | -25.8% | +10.9% | -36.7% | -28.6% |
| 30D | -56.9% | -16.4% | -40.6% | -50.4% |
| 3M | -55.7% | -39.9% | -15.8% | -38.7% |
| 6M | -83.7% | -63.2% | -20.5% | -69.7% |
| YTD | -15.3% | -27.1% | +11.8% | +48.3% |
| All | -8.2% | +8.6% | -16.8% | +67.2% |
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