+375.7%
KORU vs PM
+19.3%
+356.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +9.7% |
| 7D | -1.7% | +4.7% | -6.4% | +3.2% |
| 30D | +13.5% | +2.6% | +10.9% | +18.1% |
| 3M | -45.2% | +6.6% | -51.8% | -39.6% |
| 6M | +17.1% | +16.5% | +0.6% | +21.3% |
| YTD | +154.1% | +21.2% | +133.0% | +200.1% |
| 1Y | +375.7% | +17.9% | +357.8% | +461.9% |
| All | +375.7% | +19.3% | +356.3% | +461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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