+467.0%
KORU vs PR
+74.4%
+392.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +2.0% |
| 7D | +24.3% | -0.6% | +24.9% | +24.1% |
| 30D | +37.3% | +17.4% | +20.0% | +45.6% |
| 3M | -32.8% | +21.8% | -54.5% | -26.2% |
| 6M | +36.9% | +27.6% | +9.3% | +38.3% |
| YTD | +162.6% | +71.4% | +91.2% | +145.3% |
| 1Y | +467.0% | +78.3% | +388.7% | +427.0% |
| All | +467.0% | +74.4% | +392.6% | +427.0% |
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