+47.2%
KORU vs TEAM
-52.7%
+99.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.0% | -13.6% | -12.8% |
| 7D | +2.3% | -7.8% | +10.1% | +4.0% |
| 30D | +20.0% | +16.5% | +3.5% | +15.1% |
| 3M | -32.7% | +96.2% | -128.9% | -46.6% |
| 6M | +13.3% | +130.2% | -116.9% | -17.7% |
| YTD | +133.2% | +10.7% | +122.5% | +117.1% |
| 1Y | +357.3% | +3.0% | +354.3% | +337.5% |
| 3Y | +452.7% | -13.1% | +465.7% | +428.1% |
| 5Y | +47.2% | -52.7% | +99.9% | +47.8% |
| All | +47.2% | -52.7% | +99.9% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling