+482.2%
KORU vs PR
+76.5%
+405.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +12.9% |
| 7D | +13.0% | +2.9% | +10.1% | +14.1% |
| 30D | +27.3% | +18.0% | +9.2% | +35.3% |
| 3M | -55.3% | +16.9% | -72.1% | -51.6% |
| 6M | +11.6% | +28.2% | -16.6% | +11.4% |
| YTD | +158.5% | +69.3% | +89.2% | +141.9% |
| 1Y | +482.2% | +69.5% | +412.7% | +441.9% |
| All | +482.2% | +76.5% | +405.6% | +441.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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