+482.2%
KORU vs TE
+132.3%
+349.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.1% | +12.9% |
| 7D | +13.0% | -4.0% | +17.0% | +14.9% |
| 30D | +27.3% | -15.9% | +43.2% | +35.8% |
| 3M | -55.3% | -60.5% | +5.3% | -33.2% |
| 6M | +11.6% | -35.2% | +46.8% | +47.7% |
| YTD | +158.5% | -31.1% | +189.7% | +240.6% |
| 1Y | +482.2% | +148.6% | +333.5% | +691.6% |
| All | +482.2% | +132.3% | +349.8% | +691.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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