+149.7%
KORU vs PLD
+36.2%
+113.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -3.8% |
| 7D | +24.3% | 0.0% | +24.3% | +24.6% |
| 30D | -44.8% | -3.7% | -41.1% | -42.1% |
| 3M | -60.0% | -7.9% | -52.1% | -56.3% |
| 6M | -78.7% | -9.2% | -69.5% | -77.5% |
| YTD | -10.6% | +3.1% | -13.6% | -14.8% |
| 1Y | -3.8% | +6.2% | -10.0% | -11.0% |
| All | +149.7% | +36.2% | +113.5% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling