+33.3%
KORU vs PNC
+444.4%
-411.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.5% |
| 7D | +20.1% | -0.7% | +20.8% | +21.0% |
| 30D | +47.5% | -4.4% | +51.9% | +54.1% |
| 3M | -30.1% | +4.5% | -34.6% | -35.3% |
| 6M | +20.1% | +19.1% | +1.1% | -4.3% |
| YTD | +166.6% | +18.0% | +148.6% | +113.7% |
| 1Y | +458.9% | +24.1% | +434.9% | +319.6% |
| 3Y | +531.8% | +130.0% | +401.8% | +131.8% |
| 5Y | +67.7% | +50.4% | +17.3% | +2.4% |
| 10Y | +91.6% | +271.3% | -179.7% | -53.6% |
| All | +33.3% | +444.4% | -411.1% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling