-60.3%
KORU vs PLUG
+658.3%
-718.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.0% | +2.8% | -4.6% |
| 7D | -34.5% | -3.2% | -31.3% | -33.6% |
| 30D | -59.6% | -18.7% | -40.9% | -57.5% |
| 3M | -56.1% | -35.3% | -20.8% | -51.5% |
| 6M | -84.7% | -56.2% | -28.4% | -81.4% |
| YTD | -20.6% | -30.7% | +10.1% | -11.9% |
| 1Y | -13.9% | -46.7% | +32.8% | -1.1% |
| 3Y | +114.9% | -61.3% | +176.2% | +129.3% |
| 5Y | -36.0% | -96.6% | +60.6% | -10.8% |
| 10Y | -27.8% | +1.1% | -28.9% | -22.5% |
| All | -60.3% | +658.3% | -718.6% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling