-52.9%
KORU vs PWR
+2,116.2%
-2,169.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.3% | +14.2% | +13.9% |
| 7D | -18.1% | +4.7% | -22.9% | -17.5% |
| 30D | -45.7% | -12.5% | -33.2% | -33.6% |
| 3M | -51.6% | -9.3% | -42.3% | -42.0% |
| 6M | -82.6% | -22.2% | -60.5% | -72.3% |
| YTD | -5.9% | +44.2% | -50.1% | -10.3% |
| 1Y | +3.3% | +35.5% | -32.3% | +3.8% |
| 3Y | +154.5% | +250.4% | -96.0% | +4.9% |
| 5Y | -26.6% | +425.6% | -452.2% | -79.9% |
| 10Y | -14.3% | +1,874.2% | -1,888.5% | -92.6% |
| All | -52.9% | +2,116.2% | -2,169.2% | -96.6% |
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