+99.8%
KORU vs TE
-49.8%
+149.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +2.4% |
| 7D | +20.1% | +15.0% | +5.1% | +15.1% |
| 30D | +47.5% | -7.5% | +55.0% | +49.9% |
| 3M | -30.1% | -42.0% | +11.9% | -15.7% |
| 6M | +20.1% | -31.4% | +51.6% | +40.9% |
| YTD | +166.6% | -26.5% | +193.1% | +205.3% |
| 1Y | +458.9% | +153.1% | +305.8% | +363.6% |
| 3Y | +531.8% | -20.7% | +552.4% | +507.5% |
| 5Y | +67.7% | -45.4% | +113.1% | +68.7% |
| All | +99.8% | -49.8% | +149.5% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling