+375.7%
KORU vs TER
+222.9%
+152.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.6% | +6.4% | +5.2% |
| 7D | -1.7% | +6.4% | -8.1% | -9.8% |
| 30D | +13.5% | -5.7% | +19.2% | +26.7% |
| 3M | -45.2% | -0.4% | -44.8% | -33.4% |
| 6M | +17.1% | +25.8% | -8.7% | +24.9% |
| YTD | +154.1% | +96.4% | +57.7% | +100.1% |
| 1Y | +375.7% | +229.2% | +146.4% | +184.6% |
| All | +375.7% | +222.9% | +152.8% | +184.6% |
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