+82.9%
KORU vs TEAM
+514.4%
-431.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +9.0% |
| 7D | -1.7% | -5.2% | +3.5% | -0.2% |
| 30D | +13.5% | +15.8% | -2.2% | +7.6% |
| 3M | -45.2% | +101.5% | -146.7% | -60.0% |
| 6M | +17.1% | +138.2% | -121.0% | -23.6% |
| YTD | +154.1% | +10.8% | +143.3% | +119.0% |
| 1Y | +375.7% | +1.7% | +374.0% | +324.4% |
| 3Y | +474.0% | -16.0% | +490.1% | +417.6% |
| 5Y | +60.4% | -52.7% | +113.1% | +66.3% |
| All | +82.9% | +514.4% | -431.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling