+22.5%
KORU vs TE
-16.5%
+39.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.5% | -1.7% | -3.1% |
| 7D | -24.3% | +3.8% | -28.1% | -26.3% |
| 30D | -54.2% | -26.2% | -28.0% | -44.9% |
| 3M | -45.4% | -49.7% | +4.3% | -18.6% |
| 6M | -66.5% | -46.5% | -20.0% | -40.2% |
| YTD | +14.9% | -59.1% | +74.0% | +120.5% |
| 1Y | +22.5% | -25.8% | +48.4% | +82.7% |
| All | +22.5% | -16.5% | +39.1% | +82.7% |
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