+136.2%
KORU vs PL
+536.4%
-400.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.1% |
| 7D | +11.1% | +10.0% | +1.1% | +7.0% |
| 30D | -40.6% | -2.3% | -38.3% | -38.3% |
| 3M | -63.9% | -44.2% | -19.7% | -53.4% |
| 6M | -82.8% | -66.1% | -16.7% | -72.2% |
| YTD | -15.4% | -30.0% | +14.6% | +11.2% |
| 1Y | -3.3% | +21.0% | -24.3% | +7.1% |
| 3Y | +136.2% | +516.5% | -380.4% | +33.9% |
| All | +136.2% | +536.4% | -400.2% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling