+22.5%
KORU vs PNC
+32.8%
-10.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.8% | -7.0% | -5.5% |
| 7D | -24.3% | +2.3% | -26.6% | -24.5% |
| 30D | -54.2% | +7.0% | -61.2% | -54.6% |
| 3M | -45.4% | -7.3% | -38.2% | -44.6% |
| 6M | -66.5% | +8.9% | -75.4% | -68.9% |
| YTD | +14.9% | +15.5% | -0.6% | -6.2% |
| 1Y | +22.5% | +31.8% | -9.3% | -13.2% |
| All | +22.5% | +32.8% | -10.2% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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