+10.9%
KORU vs PL
+84.9%
-74.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.7% | +13.9% |
| 7D | +13.0% | -9.3% | +22.3% | +16.9% |
| 30D | +27.3% | -18.9% | +46.2% | +37.8% |
| 3M | -55.3% | -58.4% | +3.1% | -35.5% |
| 6M | +11.6% | -30.3% | +41.9% | +34.8% |
| YTD | +158.5% | -8.1% | +166.7% | +187.5% |
| 1Y | +482.2% | +180.5% | +301.7% | +329.9% |
| 3Y | +471.9% | +444.1% | +27.8% | +192.3% |
| 5Y | +41.1% | +83.0% | -41.9% | -7.4% |
| All | +10.9% | +84.9% | -74.0% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling