+35.3%
PFE vs KORU
+78.9%
-43.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.4% |
| 7D | -2.7% | +24.3% | -27.0% | -3.8% |
| 30D | +3.8% | +37.3% | -33.5% | +1.6% |
| 3M | +10.4% | -32.8% | +43.2% | +9.2% |
| 6M | +6.3% | +36.9% | -30.7% | -4.7% |
| YTD | +17.4% | +162.6% | -145.3% | -1.7% |
| 1Y | +21.1% | +467.0% | -445.9% | -5.9% |
| 3Y | -1.6% | +522.4% | -524.0% | -27.2% |
| 5Y | -22.2% | +57.9% | -80.0% | -37.6% |
| All | +35.3% | +78.9% | -43.6% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling