+482.2%
KORU vs TMO
+27.8%
+454.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +13.9% |
| 7D | +13.0% | -1.4% | +14.3% | +14.0% |
| 30D | +27.3% | +6.2% | +21.1% | +22.9% |
| 3M | -55.3% | +27.5% | -82.7% | -62.7% |
| 6M | +11.6% | +20.0% | -8.4% | -2.1% |
| YTD | +158.5% | +6.1% | +152.4% | +148.1% |
| 1Y | +482.2% | +25.8% | +456.3% | +426.4% |
| All | +482.2% | +27.8% | +454.4% | +426.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 TMO 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