+70.8%
KORU vs PLD
+238.6%
-167.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.6% |
| 7D | +24.3% | -0.9% | +25.2% | +25.2% |
| 30D | +37.3% | -1.2% | +38.5% | +39.2% |
| 3M | -32.8% | -2.3% | -30.5% | -34.1% |
| 6M | +36.9% | +4.5% | +32.4% | +26.5% |
| YTD | +162.6% | +10.1% | +152.5% | +128.4% |
| 1Y | +467.0% | +25.9% | +441.1% | +321.6% |
| 3Y | +522.4% | +24.4% | +497.9% | +358.6% |
| 5Y | +57.9% | +15.5% | +42.4% | +27.2% |
| 10Y | +70.8% | +240.3% | -169.5% | -59.4% |
| All | +70.8% | +238.6% | -167.8% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling