+47.5%
KORU vs PLD
+14.8%
+32.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.2% | +14.2% |
| 7D | +13.0% | -2.4% | +15.4% | +15.6% |
| 30D | +27.3% | -2.4% | +29.7% | +30.7% |
| 3M | -55.3% | -3.8% | -51.5% | -55.6% |
| 6M | +11.6% | 0.0% | +11.6% | +8.7% |
| YTD | +158.5% | +9.2% | +149.3% | +129.0% |
| 1Y | +482.2% | +25.9% | +456.2% | +342.8% |
| 3Y | +471.9% | +21.3% | +450.6% | +344.4% |
| All | +47.5% | +14.8% | +32.7% | +23.4% |
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