+16.6%
KORU vs TDG
+1,479.9%
-1,463.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.1% | -12.6% | -12.6% |
| 7D | +2.3% | -2.7% | +5.0% | +4.8% |
| 30D | +20.0% | -9.3% | +29.3% | +30.4% |
| 3M | -32.7% | -7.1% | -25.7% | -27.9% |
| 6M | +13.3% | -11.2% | +24.5% | +28.8% |
| YTD | +133.2% | -15.3% | +148.5% | +173.6% |
| 1Y | +357.3% | -12.5% | +369.7% | +413.1% |
| 3Y | +452.7% | +51.2% | +401.5% | +258.0% |
| 5Y | +47.2% | +126.1% | -78.9% | -31.3% |
| 10Y | +67.6% | +536.2% | -468.7% | -62.5% |
| All | +16.6% | +1,479.9% | -1,463.2% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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