+47.2%
KORU vs PL
+67.2%
-20.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.1% | -9.4% | -11.4% |
| 7D | +2.3% | -9.0% | +11.4% | +5.9% |
| 30D | +20.0% | -29.6% | +49.6% | +36.9% |
| 3M | -32.7% | -45.7% | +12.9% | -14.2% |
| 6M | +13.3% | -34.3% | +47.6% | +39.6% |
| YTD | +133.2% | -15.4% | +148.6% | +167.4% |
| 1Y | +357.3% | +86.1% | +271.2% | +299.8% |
| 3Y | +452.7% | +509.1% | -56.5% | +173.4% |
| 5Y | +47.2% | +68.3% | -21.1% | +0.4% |
| All | +47.2% | +67.2% | -20.0% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling