-78.7%
KORU vs TER
-26.0%
-52.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.2% | -3.5% |
| 7D | +24.3% | +24.0% | +0.4% | -17.4% |
| 30D | -44.8% | -30.6% | -14.2% | +18.9% |
| 3M | -60.0% | -34.5% | -25.6% | -1.0% |
| 6M | -78.7% | -26.4% | -52.3% | -51.4% |
| All | -78.7% | -26.0% | -52.7% | -51.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling