+57.9%
KORU vs PRU
+45.5%
+12.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.7% | +3.8% |
| 7D | +24.3% | +1.9% | +22.4% | +21.7% |
| 30D | +37.3% | -0.4% | +37.8% | +37.0% |
| 3M | -32.8% | +16.4% | -49.2% | -45.5% |
| 6M | +36.9% | +26.0% | +10.9% | +0.6% |
| YTD | +162.6% | +9.9% | +152.7% | +124.2% |
| 1Y | +467.0% | +18.8% | +448.3% | +335.8% |
| 3Y | +522.4% | +45.4% | +477.0% | +255.3% |
| 5Y | +57.9% | +45.6% | +12.3% | -5.6% |
| All | +57.9% | +45.5% | +12.4% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling