+47.6%
PANW vs KORU
-19.7%
+67.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -37.4% | +27.8% | -7.7% |
| 7D | -17.3% | -48.7% | +31.4% | -15.0% |
| 30D | -25.1% | -68.9% | +43.9% | -22.0% |
| 3M | -13.2% | -64.6% | +51.4% | -10.9% |
| 6M | +71.0% | -82.2% | +153.2% | +75.2% |
| YTD | +70.8% | -28.1% | +98.9% | +59.8% |
| 1Y | +47.6% | -25.1% | +72.7% | +36.7% |
| All | +47.6% | -19.7% | +67.3% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 1y: compounded portfolio wealth divided by compounded KORU 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…
1y analysis · Full analysis span regression · 6 months rolling