+16.5%
KORU vs PWR
+17.6%
-1.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.7% | +12.7% | +11.8% |
| 7D | +13.0% | +3.6% | +9.4% | +4.0% |
| 30D | +27.3% | -8.6% | +35.9% | +58.5% |
| 3M | -55.3% | -13.2% | -42.1% | -21.8% |
| All | +16.5% | +17.6% | -1.1% | +6.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling