+22.5%
KORU vs PTC
+0.1%
+22.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.8% | -5.0% |
| 7D | -24.3% | +0.1% | -24.4% | -24.2% |
| 30D | -54.2% | +1.5% | -55.7% | -53.9% |
| 3M | -45.4% | +37.8% | -83.2% | -35.4% |
| 6M | -66.5% | +41.2% | -107.7% | -54.7% |
| YTD | +14.9% | +12.0% | +2.9% | +66.5% |
| 1Y | +22.5% | +1.6% | +20.9% | +95.2% |
| All | +22.5% | +0.1% | +22.5% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling