+1,067.5%
KORU vs PLTD
-77.2%
+1,144.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.7% |
| 7D | +20.1% | -0.9% | +21.0% | +19.4% |
| 30D | +47.5% | +1.3% | +46.1% | +48.8% |
| 3M | -30.1% | -32.9% | +2.8% | -39.8% |
| 6M | +20.1% | -24.9% | +45.0% | +16.5% |
| YTD | +166.6% | -18.2% | +184.8% | +173.2% |
| 1Y | +458.9% | -28.7% | +487.6% | +465.1% |
| All | +1,067.5% | -77.2% | +1,144.7% | +666.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling