-8.2%
KORU vs PPL
+0.9%
-9.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.3% | +11.6% | +11.0% |
| 7D | -25.8% | -1.2% | -24.6% | -26.2% |
| 30D | -56.9% | +4.2% | -61.2% | -55.1% |
| 3M | -55.7% | +1.5% | -57.2% | -54.4% |
| 6M | -83.7% | +1.0% | -84.7% | -82.8% |
| YTD | -15.3% | +4.4% | -19.7% | -12.1% |
| All | -8.2% | +0.9% | -9.1% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1y: compounded portfolio wealth divided by compounded PPL 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…
1y analysis · Full analysis span regression · 6 months rolling