-57.7%
KORU vs TER
+1,639.9%
-1,697.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.4% | 0.0% | +0.3% |
| 7D | +11.1% | +14.4% | -3.2% | -3.0% |
| 30D | -40.6% | -30.6% | -10.0% | -6.1% |
| 3M | -63.9% | -39.2% | -24.7% | -31.0% |
| 6M | -82.8% | -31.3% | -51.5% | -62.8% |
| YTD | -15.4% | +29.1% | -44.5% | +10.5% |
| 1Y | -3.3% | +47.4% | -50.7% | +12.4% |
| 3Y | +136.2% | +191.2% | -55.1% | +29.8% |
| 5Y | -36.7% | +74.0% | -110.7% | -43.4% |
| 10Y | -22.9% | +1,005.1% | -1,028.0% | -84.5% |
| All | -57.7% | +1,639.9% | -1,697.6% | -93.9% |
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