+16.6%
KORU vs PTEN
-28.6%
+45.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.3% | -12.4% |
| 7D | +2.3% | +2.8% | -0.5% | +1.2% |
| 30D | +20.0% | +17.6% | +2.4% | +12.8% |
| 3M | -32.7% | +8.2% | -40.9% | -36.1% |
| 6M | +13.3% | +38.1% | -24.8% | -5.5% |
| YTD | +133.2% | +117.3% | +15.9% | +62.0% |
| 1Y | +357.3% | +146.1% | +211.2% | +201.3% |
| 3Y | +452.7% | -3.0% | +455.7% | +394.4% |
| 5Y | +47.2% | +93.5% | -46.3% | -8.3% |
| 10Y | +67.6% | -16.8% | +84.3% | 0.0% |
| All | +16.6% | -28.6% | +45.3% | -35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling