+47.2%
KORU vs PODD
-55.6%
+102.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.3% | -10.2% | -11.8% |
| 7D | +2.3% | -10.6% | +12.9% | +5.8% |
| 30D | +20.0% | -6.9% | +26.9% | +21.6% |
| 3M | -32.7% | -10.6% | -22.1% | -34.2% |
| 6M | +13.3% | -43.5% | +56.8% | +33.2% |
| YTD | +133.2% | -52.6% | +185.8% | +197.9% |
| 1Y | +357.3% | -60.1% | +417.4% | +533.1% |
| 3Y | +452.7% | -21.7% | +474.3% | +398.1% |
| 5Y | +47.2% | -54.6% | +101.8% | +77.0% |
| All | +47.2% | -55.6% | +102.8% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling