+474.0%
KORU vs PSA
+22.3%
+451.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.3% | +8.6% |
| 7D | -1.7% | -1.8% | +0.1% | -0.6% |
| 30D | +13.5% | -8.4% | +21.9% | +19.8% |
| 3M | -45.2% | -7.8% | -37.4% | -44.7% |
| 6M | +17.1% | +0.8% | +16.3% | +7.9% |
| YTD | +154.1% | +16.5% | +137.6% | +110.4% |
| 1Y | +375.7% | +4.7% | +371.0% | +326.1% |
| 3Y | +474.0% | +21.1% | +453.0% | +315.0% |
| All | +474.0% | +22.3% | +451.7% | +315.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 3y: compounded portfolio wealth divided by compounded PSA 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…
3y analysis · Full analysis span regression · 6 months rolling