+22.5%
KORU vs TJX
+4.8%
+17.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.2% | -10.4% | +0.6% |
| 7D | -24.3% | +4.6% | -28.9% | -19.9% |
| 30D | -54.2% | +7.7% | -61.9% | -49.9% |
| 3M | -45.4% | -7.8% | -37.6% | -49.7% |
| 6M | -66.5% | -5.8% | -60.7% | -69.1% |
| YTD | +14.9% | -4.9% | +19.8% | +11.1% |
| 1Y | +22.5% | +3.2% | +19.4% | +11.7% |
| All | +22.5% | +4.8% | +17.7% | +11.7% |
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