+375.7%
KORU vs PTC
-36.4%
+412.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +10.0% |
| 7D | -1.7% | -7.3% | +5.6% | -6.3% |
| 30D | +13.5% | -11.6% | +25.2% | +5.4% |
| 3M | -45.2% | +10.5% | -55.7% | -38.4% |
| 6M | +17.1% | -17.8% | +34.9% | +34.7% |
| YTD | +154.1% | -24.9% | +179.1% | +215.5% |
| 1Y | +375.7% | -36.8% | +412.5% | +767.9% |
| All | +375.7% | -36.4% | +412.1% | +767.9% |
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