+1,684.5%
PLTR vs KORU
+210.0%
+1,474.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | 0.0% | +20.1% | -20.1% | -3.7% |
| 30D | -3.3% | +47.5% | -50.7% | -12.1% |
| 3M | +28.4% | -30.1% | +58.4% | +21.6% |
| 6M | +8.4% | +20.1% | -11.8% | -24.0% |
| YTD | -4.6% | +166.6% | -171.2% | -51.6% |
| 1Y | +4.4% | +458.9% | -454.5% | -59.2% |
| 3Y | +1,020.5% | +531.8% | +488.7% | +270.8% |
| 5Y | +548.8% | +67.7% | +481.1% | +178.9% |
| All | +1,684.5% | +210.0% | +1,474.5% | +608.2% |
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