+482.2%
KORU vs PSLV
+57.1%
+425.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +14.6% |
| 7D | +13.0% | -0.6% | +13.6% | +13.8% |
| 30D | +27.3% | +7.3% | +20.0% | +19.8% |
| 3M | -55.3% | -7.4% | -47.9% | -48.0% |
| 6M | +11.6% | -20.3% | +31.9% | +46.8% |
| YTD | +158.5% | -8.2% | +166.8% | +202.4% |
| 1Y | +482.2% | +57.9% | +424.2% | +396.3% |
| All | +482.2% | +57.1% | +425.0% | +396.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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