+22.5%
KORU vs PTEN
+79.8%
-57.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.4% | +4.1% | -5.8% |
| 7D | -24.3% | -15.5% | -8.8% | -25.0% |
| 30D | -54.2% | -7.8% | -46.4% | -54.3% |
| 3M | -45.4% | +6.4% | -51.8% | -43.4% |
| 6M | -66.5% | -11.9% | -54.6% | -67.5% |
| YTD | +14.9% | +79.4% | -64.5% | -13.9% |
| 1Y | +22.5% | +84.9% | -62.4% | -10.2% |
| All | +22.5% | +79.8% | -57.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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