+522.4%
KORU vs THC
+253.4%
+268.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +2.2% |
| 7D | +24.3% | -2.6% | +26.8% | +25.1% |
| 30D | +37.3% | -1.2% | +38.5% | +37.3% |
| 3M | -32.8% | +58.9% | -91.7% | -46.2% |
| 6M | +36.9% | +9.3% | +27.6% | +30.1% |
| YTD | +162.6% | +30.4% | +132.3% | +130.2% |
| 1Y | +467.0% | +34.6% | +432.4% | +383.2% |
| 3Y | +522.4% | +246.7% | +275.7% | +260.9% |
| All | +522.4% | +253.4% | +268.9% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 3y: compounded portfolio wealth divided by compounded THC 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…
3y analysis · Full analysis span regression · 6 months rolling