+921.3%
KORU vs PLTD
-76.7%
+998.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +2.3% | -14.8% | -11.4% |
| 7D | +2.3% | +9.9% | -7.6% | +7.2% |
| 30D | +20.0% | +3.8% | +16.2% | +22.8% |
| 3M | -32.7% | -32.3% | -0.4% | -41.8% |
| 6M | +13.3% | -25.9% | +39.2% | +9.2% |
| YTD | +133.2% | -16.4% | +149.6% | +142.1% |
| 1Y | +357.3% | -25.2% | +382.4% | +373.5% |
| All | +921.3% | -76.7% | +998.0% | +579.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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