+375.7%
KORU vs TMO
+27.4%
+348.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +8.3% |
| 7D | -1.7% | -0.6% | -1.1% | -1.3% |
| 30D | +13.5% | +1.1% | +12.4% | +12.9% |
| 3M | -45.2% | +28.3% | -73.5% | -55.2% |
| 6M | +17.1% | +23.3% | -6.1% | +0.9% |
| YTD | +154.1% | +5.5% | +148.7% | +145.0% |
| 1Y | +375.7% | +24.5% | +351.1% | +326.9% |
| All | +375.7% | +27.4% | +348.3% | +326.9% |
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