+67.7%
KORU vs TER
+229.2%
-161.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | -1.9% |
| 7D | +20.1% | +12.4% | +7.7% | +5.9% |
| 30D | +47.5% | +5.1% | +42.3% | +43.3% |
| 3M | -30.1% | +4.0% | -34.0% | -18.7% |
| 6M | +20.1% | +29.5% | -9.4% | +27.7% |
| YTD | +166.6% | +98.5% | +68.1% | +104.5% |
| 1Y | +458.9% | +234.1% | +224.9% | +174.1% |
| 3Y | +531.8% | +289.0% | +242.7% | +141.3% |
| 5Y | +67.7% | +228.2% | -160.5% | -26.4% |
| All | +67.7% | +229.2% | -161.6% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling