-32.7%
KORU vs TJX
-23.4%
-9.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.8% | -11.8% |
| 7D | +2.3% | -4.4% | +6.7% | -11.1% |
| 30D | +20.0% | -18.6% | +38.6% | -39.1% |
| 3M | -32.7% | -24.4% | -8.4% | -69.8% |
| All | -32.7% | -23.4% | -9.3% | -69.8% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling