+482.2%
KORU vs TER
+203.7%
+278.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +5.4% | +8.0% | +5.6% |
| 7D | +13.0% | +0.6% | +12.4% | +12.8% |
| 30D | +27.3% | -8.3% | +35.6% | +48.6% |
| 3M | -55.3% | -12.2% | -43.0% | -30.0% |
| 6M | +11.6% | +17.0% | -5.4% | +30.1% |
| YTD | +158.5% | +84.6% | +73.9% | +125.0% |
| 1Y | +482.2% | +199.8% | +282.3% | +316.1% |
| All | +482.2% | +203.7% | +278.4% | +316.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling