+474.0%
KORU vs TD
+127.3%
+346.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +7.8% |
| 7D | -1.7% | -0.5% | -1.2% | -1.0% |
| 30D | +13.5% | -1.9% | +15.4% | +17.8% |
| 3M | -45.2% | +4.8% | -50.0% | -49.0% |
| 6M | +17.1% | +28.0% | -10.9% | -18.9% |
| YTD | +154.1% | +30.3% | +123.8% | +72.7% |
| 1Y | +375.7% | +59.8% | +315.9% | +146.5% |
| 3Y | +474.0% | +124.7% | +349.3% | +84.0% |
| All | +474.0% | +127.3% | +346.7% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling