+82.9%
KORU vs PNC
+279.5%
-196.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.4% |
| 7D | -1.7% | -0.6% | -1.2% | -1.3% |
| 30D | +13.5% | -4.4% | +17.9% | +18.3% |
| 3M | -45.2% | +5.2% | -50.4% | -49.8% |
| 6M | +17.1% | +20.6% | -3.5% | -8.1% |
| YTD | +154.1% | +19.8% | +134.4% | +100.3% |
| 1Y | +375.7% | +24.4% | +351.2% | +255.2% |
| 3Y | +474.0% | +131.2% | +342.8% | +107.7% |
| 5Y | +60.4% | +53.1% | +7.3% | -4.3% |
| All | +82.9% | +279.5% | -196.6% | -36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling