+31.4%
KORU vs PSA
+217.0%
-185.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +24.3% | -0.4% | +24.7% | +24.5% |
| 30D | +37.3% | -8.2% | +45.5% | +46.1% |
| 3M | -32.8% | -2.1% | -30.6% | -34.8% |
| 6M | +36.9% | -0.2% | +37.1% | +31.7% |
| YTD | +162.6% | +18.5% | +144.1% | +122.3% |
| 1Y | +467.0% | +6.6% | +460.4% | +417.9% |
| 3Y | +522.4% | +24.5% | +497.9% | +398.0% |
| 5Y | +57.9% | +13.6% | +44.3% | +34.6% |
| 10Y | +70.8% | +102.0% | -31.2% | -9.2% |
| All | +31.4% | +217.0% | -185.6% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling