+22.5%
KORU vs TGT
+86.7%
-64.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.6% | -10.9% | -3.1% |
| 7D | -24.3% | +9.5% | -33.8% | -21.5% |
| 30D | -54.2% | +6.6% | -60.8% | -52.6% |
| 3M | -45.4% | +11.0% | -56.4% | -43.3% |
| 6M | -66.5% | +29.9% | -96.3% | -65.2% |
| YTD | +14.9% | +71.4% | -56.6% | +9.0% |
| 1Y | +22.5% | +88.6% | -66.1% | +8.1% |
| All | +22.5% | +86.7% | -64.2% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling