+474.0%
KORU vs PSLV
+165.9%
+308.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.7% |
| 7D | -1.7% | -3.5% | +1.8% | +2.3% |
| 30D | +13.5% | -2.1% | +15.7% | +18.1% |
| 3M | -45.2% | -1.6% | -43.6% | -41.5% |
| 6M | +17.1% | -25.5% | +42.6% | +69.4% |
| YTD | +154.1% | -11.4% | +165.6% | +194.3% |
| 1Y | +375.7% | +48.6% | +327.1% | +235.3% |
| 3Y | +474.0% | +166.9% | +307.1% | +143.1% |
| All | +474.0% | +165.9% | +308.2% | +143.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling