+46.2%
PFE vs KORU
-32.4%
+78.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.7% | +0.8% |
| 7D | -0.7% | -34.5% | +33.8% | +0.9% |
| 30D | +5.3% | -59.6% | +64.9% | +9.1% |
| 3M | +10.1% | -56.1% | +66.2% | +12.5% |
| 6M | +18.0% | -84.7% | +102.7% | +22.0% |
| YTD | +25.8% | -20.6% | +46.4% | +9.8% |
| 1Y | +28.4% | -13.9% | +42.3% | +11.0% |
| 3Y | +20.9% | +114.9% | -93.9% | -7.9% |
| 5Y | -21.5% | -36.0% | +14.5% | -36.2% |
| 10Y | +46.2% | -27.8% | +74.0% | +9.8% |
| All | +46.2% | -32.4% | +78.6% | +9.8% |
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