+33.3%
KORU vs PNR
+101.4%
-68.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +3.6% |
| 7D | +20.1% | -3.9% | +24.0% | +25.4% |
| 30D | +47.5% | -13.8% | +61.3% | +73.0% |
| 3M | -30.1% | -22.5% | -7.5% | -10.4% |
| 6M | +20.1% | -37.2% | +57.3% | +101.0% |
| YTD | +166.6% | -44.2% | +210.8% | +402.9% |
| 1Y | +458.9% | -46.6% | +505.6% | +1,013.8% |
| 3Y | +531.8% | -12.5% | +544.3% | +593.8% |
| 5Y | +67.7% | -19.3% | +87.0% | +103.9% |
| 10Y | +91.6% | +67.5% | +24.1% | +3.5% |
| All | +33.3% | +101.4% | -68.0% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling