+426.7%
KORU vs PSX
+132.2%
+294.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.7% | -12.3% |
| 7D | +2.3% | +1.5% | +0.8% | +2.0% |
| 30D | +20.0% | +15.8% | +4.2% | +15.6% |
| 3M | -32.7% | +43.0% | -75.7% | -39.1% |
| 6M | +13.3% | +61.1% | -47.8% | -5.9% |
| YTD | +133.2% | +104.5% | +28.7% | +66.2% |
| 1Y | +357.3% | +102.5% | +254.7% | +227.5% |
| All | +426.7% | +132.2% | +294.5% | +201.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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