+82.1%
KORU vs PL
+455.3%
-373.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +10.4% | -4.6% | +1.5% |
| 7D | -35.0% | -6.8% | -28.2% | -31.7% |
| 30D | -65.5% | -29.3% | -36.2% | -59.1% |
| 3M | -58.9% | -44.8% | -14.1% | -46.4% |
| 6M | -83.5% | -68.4% | -15.1% | -72.3% |
| YTD | -23.9% | -36.4% | +12.5% | +3.9% |
| 1Y | -12.4% | +0.7% | -13.2% | +3.2% |
| 3Y | +82.1% | +455.3% | -373.2% | +2.4% |
| All | +82.1% | +455.3% | -373.2% | +2.4% |
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