+458.9%
KORU vs PRU
+16.8%
+442.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.5% |
| 7D | +20.1% | -1.9% | +22.0% | +20.0% |
| 30D | +47.5% | -2.6% | +50.1% | +47.2% |
| 3M | -30.1% | +14.7% | -44.8% | -34.4% |
| 6M | +20.1% | +25.7% | -5.6% | +4.3% |
| YTD | +166.6% | +8.3% | +158.3% | +136.1% |
| 1Y | +458.9% | +17.3% | +441.6% | +391.1% |
| All | +458.9% | +16.8% | +442.1% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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