+56.9%
KORU vs PSX
+362.1%
-305.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +8.8% |
| 7D | -1.7% | +1.7% | -3.4% | -2.4% |
| 30D | +13.5% | +15.6% | -2.1% | +6.1% |
| 3M | -45.2% | +46.5% | -91.7% | -55.0% |
| 6M | +17.1% | +55.0% | -37.9% | -9.8% |
| YTD | +154.1% | +105.3% | +48.9% | +62.6% |
| 1Y | +375.7% | +101.6% | +274.1% | +207.4% |
| 3Y | +474.0% | +134.1% | +339.9% | +219.8% |
| All | +56.9% | +362.1% | -305.2% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling