+29.3%
KORU vs PLD
+410.7%
-381.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.2% | +14.3% |
| 7D | +13.0% | -2.4% | +15.4% | +15.9% |
| 30D | +27.3% | -2.4% | +29.7% | +31.1% |
| 3M | -55.3% | -3.8% | -51.5% | -55.7% |
| 6M | +11.6% | 0.0% | +11.6% | +8.8% |
| YTD | +158.5% | +9.2% | +149.3% | +127.1% |
| 1Y | +482.2% | +25.9% | +456.2% | +333.1% |
| 3Y | +471.9% | +21.3% | +450.6% | +334.9% |
| 5Y | +41.1% | +14.1% | +27.0% | +15.8% |
| 10Y | +80.2% | +237.9% | -157.7% | -57.6% |
| All | +29.3% | +410.7% | -381.3% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling