+482.2%
KORU vs TJX
-4.4%
+486.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.5% | +13.3% |
| 7D | +13.0% | -2.2% | +15.2% | +10.1% |
| 30D | +27.3% | -17.1% | +44.4% | +4.0% |
| 3M | -55.3% | -16.5% | -38.8% | -62.1% |
| 6M | +11.6% | -17.8% | +29.4% | -6.2% |
| YTD | +158.5% | -13.2% | +171.8% | +131.2% |
| 1Y | +482.2% | -5.2% | +487.4% | +511.9% |
| All | +482.2% | -4.4% | +486.6% | +511.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 TJX 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