+22.5%
KORU vs TMF
-23.9%
+46.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.5% | -7.7% | -8.4% |
| 7D | -24.3% | +4.0% | -28.3% | -29.0% |
| 30D | -54.2% | +19.5% | -73.7% | -68.5% |
| 3M | -45.4% | -3.5% | -41.9% | -42.4% |
| 6M | -66.5% | -10.6% | -55.9% | -55.0% |
| YTD | +14.9% | -17.1% | +32.0% | +75.9% |
| 1Y | +22.5% | -24.3% | +46.8% | +88.7% |
| All | +22.5% | -23.9% | +46.4% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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