+31.4%
KORU vs PSX
+536.1%
-504.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.4% |
| 7D | +24.3% | +2.8% | +21.5% | +21.7% |
| 30D | +37.3% | +27.8% | +9.6% | +12.3% |
| 3M | -32.8% | +42.0% | -74.8% | -51.6% |
| 6M | +36.9% | +58.1% | -21.2% | -13.7% |
| YTD | +162.6% | +105.0% | +57.6% | +31.5% |
| 1Y | +467.0% | +104.9% | +362.1% | +182.9% |
| 3Y | +522.4% | +134.1% | +388.3% | +159.6% |
| 5Y | +57.9% | +363.8% | -306.0% | -67.2% |
| 10Y | +70.8% | +370.1% | -299.4% | -65.9% |
| All | +31.4% | +536.1% | -504.8% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling