+502.1%
KORU vs PM
+124.8%
+377.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.6% |
| 7D | +20.1% | -1.2% | +21.3% | +19.9% |
| 30D | +47.5% | -0.2% | +47.6% | +47.6% |
| 3M | -30.1% | +4.9% | -35.0% | -30.8% |
| 6M | +20.1% | +9.0% | +11.1% | +13.5% |
| YTD | +166.6% | +17.8% | +148.8% | +151.5% |
| 1Y | +458.9% | +16.8% | +442.1% | +429.3% |
| All | +502.1% | +124.8% | +377.4% | +207.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling