+33.3%
KORU vs TD
+396.4%
-363.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.7% | +3.6% |
| 7D | +20.1% | -1.9% | +22.0% | +23.8% |
| 30D | +47.5% | -1.6% | +49.1% | +53.0% |
| 3M | -30.1% | +4.6% | -34.7% | -34.3% |
| 6M | +20.1% | +26.8% | -6.7% | -16.3% |
| YTD | +166.6% | +28.3% | +138.3% | +83.2% |
| 1Y | +458.9% | +60.4% | +398.5% | +162.7% |
| 3Y | +531.8% | +125.7% | +406.0% | +62.2% |
| 5Y | +67.7% | +122.4% | -54.7% | -53.5% |
| 10Y | +91.6% | +297.1% | -205.5% | -74.8% |
| All | +33.3% | +396.4% | -363.1% | -89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling