+20.3%
PFE vs KORU
+461.0%
-440.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -4.3% | +20.1% | -24.4% | -4.2% |
| 30D | +2.7% | +47.5% | -44.8% | +2.8% |
| 3M | +10.0% | -30.1% | +40.0% | +10.0% |
| 6M | +7.2% | +20.1% | -13.0% | +4.5% |
| YTD | +17.3% | +166.6% | -149.3% | +10.0% |
| 1Y | +20.3% | +458.9% | -438.6% | +9.1% |
| All | +20.3% | +461.0% | -440.7% | +9.1% |
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