+29.3%
KORU vs TER
+2,389.3%
-2,360.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +5.5% | +7.9% | +7.8% |
| 7D | +13.0% | +0.6% | +12.4% | +12.9% |
| 30D | +27.3% | -8.3% | +35.6% | +43.0% |
| 3M | -55.3% | -12.2% | -43.1% | -34.8% |
| 6M | +11.6% | +17.1% | -5.5% | +29.8% |
| YTD | +158.5% | +84.7% | +73.9% | +107.9% |
| 1Y | +482.2% | +199.9% | +282.2% | +197.5% |
| 3Y | +471.9% | +232.8% | +239.1% | +140.1% |
| 5Y | +41.1% | +198.6% | -157.4% | -35.2% |
| 10Y | +80.2% | +1,669.7% | -1,589.6% | -79.4% |
| All | +29.3% | +2,389.3% | -2,360.0% | -88.5% |
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