+29.3%
KORU vs PWR
+2,175.9%
-2,146.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.7% | +12.7% | +12.7% |
| 7D | +13.0% | +3.6% | +9.4% | +9.0% |
| 30D | +27.3% | -8.6% | +35.9% | +41.0% |
| 3M | -55.3% | -13.2% | -42.1% | -40.7% |
| 6M | +11.6% | +9.9% | +1.7% | +24.1% |
| YTD | +158.5% | +48.0% | +110.5% | +122.8% |
| 1Y | +482.2% | +66.2% | +416.0% | +353.3% |
| 3Y | +471.9% | +195.1% | +276.8% | +153.1% |
| 5Y | +41.1% | +442.6% | -401.4% | -65.3% |
| 10Y | +80.2% | +2,334.2% | -2,254.0% | -87.4% |
| All | +29.3% | +2,175.9% | -2,146.6% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling