+56.9%
KORU vs PTEN
+87.9%
-30.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.4% | +9.4% | +9.1% |
| 7D | -1.7% | +3.5% | -5.2% | -2.8% |
| 30D | +13.5% | +17.5% | -4.0% | +7.7% |
| 3M | -45.2% | +12.7% | -57.9% | -48.0% |
| 6M | +17.1% | +33.1% | -16.0% | +0.5% |
| YTD | +154.1% | +116.4% | +37.7% | +78.8% |
| 1Y | +375.7% | +141.2% | +234.5% | +219.5% |
| 3Y | +474.0% | -3.8% | +477.8% | +415.5% |
| All | +56.9% | +87.9% | -30.9% | +6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling