+143.4%
KORU vs TEAM
+802.8%
-659.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.6% | +16.1% | +14.2% |
| 7D | +13.0% | -0.4% | +13.4% | +13.1% |
| 30D | +27.3% | +67.3% | -40.0% | +6.3% |
| 3M | -55.3% | +86.8% | -142.1% | -65.9% |
| 6M | +11.6% | +146.8% | -135.2% | -27.3% |
| YTD | +158.5% | +16.9% | +141.6% | +119.6% |
| 1Y | +482.2% | +12.8% | +469.4% | +399.3% |
| 3Y | +471.9% | -7.3% | +479.2% | +399.1% |
| 5Y | +41.1% | -50.7% | +91.8% | +43.3% |
| 10Y | +80.2% | +529.8% | -449.6% | -31.0% |
| All | +143.4% | +802.8% | -659.3% | -12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling