+27.1%
KORU vs PSLV
+91.3%
-64.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.7% |
| 7D | -1.7% | -3.5% | +1.8% | +1.6% |
| 30D | +13.5% | -2.1% | +15.7% | +17.4% |
| 3M | -45.2% | -1.6% | -43.6% | -41.8% |
| 6M | +17.1% | -25.5% | +42.6% | +65.8% |
| YTD | +154.1% | -11.4% | +165.6% | +201.0% |
| 1Y | +375.7% | +48.6% | +327.1% | +280.2% |
| 3Y | +474.0% | +166.9% | +307.1% | +206.0% |
| 5Y | +60.4% | +152.4% | -92.0% | -10.2% |
| 10Y | +82.6% | +187.8% | -105.2% | -14.1% |
| All | +27.1% | +91.3% | -64.2% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling