+482.2%
KORU vs PTC
-33.3%
+515.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -6.0% | +19.5% | +9.5% |
| 7D | +13.0% | -10.3% | +23.3% | +6.1% |
| 30D | +27.3% | +1.1% | +26.1% | +29.7% |
| 3M | -55.3% | +1.6% | -56.9% | -48.6% |
| 6M | +11.6% | -13.5% | +25.1% | +34.9% |
| YTD | +158.5% | -19.1% | +177.6% | +233.6% |
| 1Y | +482.2% | -33.9% | +516.0% | +882.4% |
| All | +482.2% | -33.3% | +515.4% | +882.4% |
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