+65.2%
KORU vs PWR
+459.2%
-394.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | -1.1% |
| 7D | +24.3% | +4.5% | +19.8% | +18.2% |
| 30D | +37.3% | -4.9% | +42.2% | +46.7% |
| 3M | -32.8% | -7.9% | -24.9% | -17.0% |
| 6M | +36.9% | +18.3% | +18.6% | +42.9% |
| YTD | +162.6% | +51.5% | +111.1% | +127.3% |
| 1Y | +467.0% | +70.3% | +396.7% | +347.9% |
| 3Y | +522.4% | +210.6% | +311.8% | +190.4% |
| All | +65.2% | +459.2% | -394.0% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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