-52.9%
KORU vs TER
+1,753.1%
-1,806.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +8.3% | +10.1% | +9.6% |
| 7D | -18.1% | +5.9% | -24.0% | -18.1% |
| 30D | -45.7% | -30.8% | -15.0% | -13.7% |
| 3M | -51.6% | -29.9% | -21.6% | -19.7% |
| 6M | -82.6% | -27.5% | -55.2% | -64.3% |
| YTD | -5.9% | +37.5% | -43.4% | +14.9% |
| 1Y | +3.3% | +50.3% | -47.0% | +16.7% |
| 3Y | +154.5% | +204.9% | -50.4% | +32.9% |
| 5Y | -26.6% | +89.2% | -115.7% | -39.7% |
| 10Y | -14.3% | +1,077.0% | -1,091.2% | -83.9% |
| All | -52.9% | +1,753.1% | -1,806.0% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling