+482.2%
KORU vs PNC
+23.0%
+459.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.3% | +13.4% |
| 7D | +13.0% | +1.4% | +11.6% | +12.8% |
| 30D | +27.3% | -3.8% | +31.1% | +27.4% |
| 3M | -55.3% | +9.0% | -64.3% | -56.7% |
| 6M | +11.6% | +16.6% | -5.0% | +0.8% |
| YTD | +158.5% | +20.4% | +138.1% | +131.6% |
| 1Y | +482.2% | +22.3% | +459.8% | +370.2% |
| All | +482.2% | +23.0% | +459.2% | +370.2% |
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