+482.2%
KORU vs TD
+64.8%
+417.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.4% | +14.8% | +17.1% |
| 7D | +13.0% | +0.3% | +12.7% | +11.6% |
| 30D | +27.3% | +0.4% | +26.9% | +27.3% |
| 3M | -55.3% | +7.6% | -62.9% | -62.8% |
| 6M | +11.6% | +25.0% | -13.4% | -40.9% |
| YTD | +158.5% | +31.0% | +127.5% | +25.9% |
| 1Y | +482.2% | +65.2% | +417.0% | +98.7% |
| All | +482.2% | +64.8% | +417.4% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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