+270.5%
KORU vs PLTD
-77.5%
+348.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.2% | -7.6% | -4.2% |
| 7D | +11.1% | -4.8% | +15.9% | +8.8% |
| 30D | -40.6% | +16.9% | -57.5% | -31.7% |
| 3M | -63.9% | +2.6% | -66.5% | -61.0% |
| 6M | -82.8% | -36.2% | -46.6% | -84.1% |
| YTD | -15.4% | -19.4% | +4.0% | -8.4% |
| 1Y | -3.3% | -22.5% | +19.3% | +3.7% |
| All | +270.5% | -77.5% | +348.1% | +157.0% |
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