+33.3%
KORU vs TEL
+535.8%
-502.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +20.1% | +1.2% | +18.9% | +17.5% |
| 30D | +47.5% | -4.1% | +51.6% | +57.8% |
| 3M | -30.1% | -2.6% | -27.5% | -22.2% |
| 6M | +20.1% | 0.0% | +20.1% | +32.1% |
| YTD | +166.6% | -9.1% | +175.6% | +241.7% |
| 1Y | +458.9% | -0.8% | +459.8% | +540.9% |
| 3Y | +531.8% | +67.4% | +464.4% | +233.1% |
| 5Y | +67.7% | +51.8% | +15.9% | +11.2% |
| 10Y | +91.6% | +299.4% | -207.9% | -58.4% |
| All | +33.3% | +535.8% | -502.5% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling