+31.4%
KORU vs PODD
+442.4%
-411.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.1% | +2.9% |
| 7D | +24.3% | -4.1% | +28.4% | +26.0% |
| 30D | +37.3% | +0.8% | +36.5% | +35.4% |
| 3M | -32.8% | -6.1% | -26.7% | -35.3% |
| 6M | +36.9% | -40.0% | +76.9% | +54.2% |
| YTD | +162.6% | -49.9% | +212.6% | +218.4% |
| 1Y | +467.0% | -59.3% | +526.3% | +647.2% |
| 3Y | +522.4% | -17.2% | +539.6% | +470.2% |
| 5Y | +57.9% | -53.0% | +110.9% | +82.6% |
| 10Y | +70.8% | +226.1% | -155.4% | +1.6% |
| All | +31.4% | +442.4% | -411.1% | -35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling