+44.0%
KORU vs TE
-48.4%
+92.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.7% | -5.8% | -10.5% |
| 7D | +2.3% | +0.9% | +1.4% | +2.1% |
| 30D | +20.0% | -16.3% | +36.3% | +25.8% |
| 3M | -32.7% | -40.8% | +8.0% | -18.8% |
| 6M | +13.3% | -42.6% | +55.9% | +39.9% |
| YTD | +133.2% | -31.4% | +164.6% | +173.8% |
| 1Y | +357.3% | +144.9% | +212.3% | +285.7% |
| 3Y | +452.7% | -26.0% | +478.7% | +460.7% |
| All | +44.0% | -48.4% | +92.4% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling