+22.5%
KORU vs PNR
-31.2%
+53.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.3% | -8.6% | -7.3% |
| 7D | -24.3% | +11.9% | -36.2% | -30.1% |
| 30D | -54.2% | +37.1% | -91.4% | -63.4% |
| 3M | -45.4% | +5.7% | -51.1% | -46.8% |
| 6M | -66.5% | -5.7% | -60.8% | -63.2% |
| YTD | +14.9% | -29.8% | +44.7% | +64.8% |
| 1Y | +22.5% | -31.8% | +54.3% | +84.1% |
| All | +22.5% | -31.2% | +53.7% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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