+375.7%
KORU vs TE
+149.2%
+226.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +8.7% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +13.5% | -5.9% | +19.5% | +16.6% |
| 3M | -45.2% | -45.6% | +0.4% | -27.6% |
| 6M | +17.1% | -43.4% | +60.5% | +58.3% |
| YTD | +154.1% | -31.0% | +185.1% | +234.8% |
| 1Y | +375.7% | +145.2% | +230.5% | +531.0% |
| All | +375.7% | +149.2% | +226.5% | +531.0% |
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