+47.2%
KORU vs PSA
+13.0%
+34.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | 0.0% | -12.5% | -12.5% |
| 7D | +2.3% | -3.6% | +6.0% | +4.9% |
| 30D | +20.0% | -9.4% | +29.4% | +28.5% |
| 3M | -32.7% | -8.2% | -24.5% | -31.5% |
| 6M | +13.3% | -1.8% | +15.2% | +8.7% |
| YTD | +133.2% | +15.7% | +117.5% | +97.1% |
| 1Y | +357.3% | +6.3% | +351.0% | +311.3% |
| 3Y | +452.7% | +21.6% | +431.1% | +333.3% |
| 5Y | +47.2% | +13.5% | +33.7% | +23.3% |
| All | +47.2% | +13.0% | +34.2% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling