+1,010.4%
KORU vs PLTU
+133.3%
+877.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.6% |
| 7D | -1.7% | -8.1% | +6.4% | +0.5% |
| 30D | +13.5% | -7.0% | +20.6% | +14.3% |
| 3M | -45.2% | +40.0% | -85.2% | -52.8% |
| 6M | +17.1% | -6.0% | +23.1% | +12.2% |
| YTD | +154.1% | -37.1% | +191.2% | +161.6% |
| 1Y | +375.7% | -33.1% | +408.8% | +381.8% |
| All | +1,010.4% | +133.3% | +877.1% | +617.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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