+450.6%
KORU vs TMF
-21.8%
+472.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +24.3% | +1.0% | +23.3% | +22.5% |
| 30D | +37.3% | -1.8% | +39.2% | +40.5% |
| 3M | -32.8% | -8.2% | -24.5% | -20.4% |
| 6M | +36.9% | -19.5% | +56.4% | +89.9% |
| YTD | +162.6% | -16.0% | +178.6% | +264.5% |
| All | +450.6% | -21.8% | +472.4% | +663.2% |
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