+82.9%
KORU vs PODD
+223.0%
-140.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.0% | +11.0% | +9.8% |
| 7D | -1.7% | -10.5% | +8.8% | +2.6% |
| 30D | +13.5% | -9.0% | +22.6% | +16.4% |
| 3M | -45.2% | -11.5% | -33.7% | -46.2% |
| 6M | +17.1% | -44.7% | +61.9% | +38.2% |
| YTD | +154.1% | -53.6% | +207.7% | +224.8% |
| 1Y | +375.7% | -61.0% | +436.6% | +557.7% |
| 3Y | +474.0% | -24.7% | +498.7% | +434.4% |
| 5Y | +60.4% | -55.5% | +115.9% | +91.1% |
| All | +82.9% | +223.0% | -140.0% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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