-3.3%
KORU vs PTC
+10.7%
-14.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.5% |
| 7D | +11.1% | +0.5% | +10.7% | +11.4% |
| 30D | -40.6% | +1.2% | -41.8% | -40.3% |
| 3M | -63.9% | +27.4% | -91.3% | -59.8% |
| 6M | -82.8% | +39.2% | -122.0% | -76.0% |
| YTD | -15.4% | +12.5% | -27.9% | +14.6% |
| 1Y | -3.3% | +12.3% | -15.5% | +30.7% |
| All | -3.3% | +10.7% | -14.0% | +30.7% |
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