+1,032.3%
KORU vs PLTD
-77.8%
+1,110.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +4.6% | +8.8% | +15.8% |
| 7D | +13.0% | +5.9% | +7.1% | +16.4% |
| 30D | +27.3% | -11.6% | +38.9% | +20.1% |
| 3M | -55.3% | -29.9% | -25.3% | -59.8% |
| 6M | +11.6% | -28.5% | +40.1% | +5.6% |
| YTD | +158.5% | -20.4% | +178.9% | +161.5% |
| 1Y | +482.2% | -33.3% | +515.4% | +471.1% |
| All | +1,032.3% | -77.8% | +1,110.1% | +633.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling