+22.5%
KORU vs PLUG
-44.1%
+66.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.5% | -8.8% | -7.8% |
| 7D | -24.3% | +2.8% | -27.1% | -25.7% |
| 30D | -54.2% | -22.8% | -31.5% | -44.5% |
| 3M | -45.4% | -32.4% | -13.0% | -25.9% |
| 6M | -66.5% | -53.4% | -13.1% | -42.1% |
| YTD | +14.9% | -25.9% | +40.8% | +87.8% |
| 1Y | +22.5% | -42.1% | +64.6% | +109.8% |
| All | +22.5% | -44.1% | +66.6% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling