+162.6%
KORU vs TER
+207.3%
-44.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +8.3% | +10.1% | +8.5% |
| 7D | -18.1% | +5.9% | -24.0% | -18.5% |
| 30D | -45.7% | -30.8% | -15.0% | -9.6% |
| 3M | -51.6% | -29.9% | -21.6% | -15.9% |
| 6M | -82.6% | -27.5% | -55.2% | -62.4% |
| YTD | -5.9% | +37.5% | -43.4% | +31.4% |
| 1Y | +3.3% | +50.3% | -47.0% | +35.9% |
| All | +162.6% | +207.3% | -44.7% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling