+22.5%
KORU vs TER
+42.7%
-20.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.8% | +1.5% | +5.6% |
| 7D | -24.3% | -19.9% | -4.4% | +8.4% |
| 30D | -54.2% | -43.5% | -10.7% | +17.4% |
| 3M | -45.4% | -37.8% | -7.7% | +24.5% |
| 6M | -66.5% | -25.6% | -40.9% | -18.7% |
| YTD | +14.9% | +29.8% | -14.9% | +49.1% |
| 1Y | +22.5% | +43.2% | -20.6% | +45.7% |
| All | +22.5% | +42.7% | -20.1% | +45.7% |
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