+548.8%
PLTR vs KORU
+66.4%
+482.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | 0.0% | +20.1% | -20.1% | -3.8% |
| 30D | -3.3% | +47.5% | -50.7% | -12.3% |
| 3M | +28.4% | -30.1% | +58.4% | +21.3% |
| 6M | +8.4% | +20.1% | -11.8% | -25.7% |
| YTD | -4.6% | +166.6% | -171.2% | -54.2% |
| 1Y | +4.4% | +458.9% | -454.5% | -62.5% |
| 3Y | +1,020.5% | +531.8% | +488.7% | +231.7% |
| 5Y | +548.8% | +67.7% | +481.1% | +197.7% |
| All | +548.8% | +66.4% | +482.4% | +197.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling