-36.9%
KORU vs PLD
+0.2%
-37.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.5% |
| 7D | +11.1% | +1.3% | +9.8% | +9.9% |
| 30D | -40.6% | -1.4% | -39.2% | -39.2% |
| 3M | -63.9% | -8.2% | -55.7% | -60.1% |
| 6M | -82.8% | -8.0% | -74.8% | -82.0% |
| YTD | -15.4% | +3.2% | -18.5% | -19.6% |
| 1Y | -3.3% | +7.0% | -10.3% | -11.7% |
| 3Y | +136.2% | +38.3% | +97.9% | +57.0% |
| All | -36.9% | +0.2% | -37.0% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling