+56.9%
KORU vs TEL
+56.5%
+0.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.6% | +5.4% | +3.2% |
| 7D | -1.7% | +1.6% | -3.3% | -4.0% |
| 30D | +13.5% | -0.7% | +14.2% | +15.9% |
| 3M | -45.2% | +2.4% | -47.6% | -44.1% |
| 6M | +17.1% | +4.1% | +13.0% | +20.3% |
| YTD | +154.1% | -5.8% | +160.0% | +207.0% |
| 1Y | +375.7% | +0.9% | +374.8% | +427.1% |
| 3Y | +474.0% | +72.6% | +401.4% | +177.5% |
| All | +56.9% | +56.5% | +0.5% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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