+56.9%
KORU vs PNR
-21.7%
+78.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.2% | +9.2% |
| 7D | -1.7% | -6.0% | +4.3% | +4.7% |
| 30D | +13.5% | -14.0% | +27.5% | +31.9% |
| 3M | -45.2% | -21.7% | -23.5% | -32.4% |
| 6M | +17.1% | -37.3% | +54.4% | +90.1% |
| YTD | +154.1% | -45.1% | +199.3% | +368.2% |
| 1Y | +375.7% | -49.1% | +424.8% | +855.5% |
| 3Y | +474.0% | -14.8% | +488.9% | +545.9% |
| All | +56.9% | -21.7% | +78.6% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling