+375.7%
KORU vs TAP
-17.5%
+393.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +10.4% |
| 7D | -1.7% | -3.9% | +2.2% | -6.1% |
| 30D | +13.5% | -5.3% | +18.8% | +7.3% |
| 3M | -45.2% | -3.8% | -41.4% | -43.9% |
| 6M | +17.1% | -11.4% | +28.5% | +18.3% |
| YTD | +154.1% | -13.7% | +167.9% | +162.3% |
| 1Y | +375.7% | -17.2% | +392.9% | +392.1% |
| All | +375.7% | -17.5% | +393.2% | +392.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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