+3,575.0%
PANW vs KORU
+37.0%
+3,538.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | +2.0% | +20.1% | -18.1% | -0.5% |
| 30D | -13.0% | +47.5% | -60.4% | -18.4% |
| 3M | +28.6% | -30.1% | +58.7% | +25.1% |
| 6M | +103.0% | +20.1% | +82.8% | +67.3% |
| YTD | +81.9% | +166.6% | -84.7% | +26.0% |
| 1Y | +69.6% | +458.9% | -389.3% | +1.6% |
| 3Y | +169.4% | +531.8% | -362.3% | +45.4% |
| 5Y | +331.0% | +67.7% | +263.3% | +173.1% |
| 10Y | +1,292.3% | +91.6% | +1,200.7% | +600.2% |
| All | +3,575.0% | +37.0% | +3,538.0% | +1,640.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling