+375.7%
KORU vs TNA
+52.8%
+322.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +7.1% |
| 7D | -1.7% | -7.3% | +5.6% | +12.1% |
| 30D | +13.5% | -14.2% | +27.7% | +50.1% |
| 3M | -45.2% | -4.6% | -40.6% | -32.2% |
| 6M | +17.1% | +36.9% | -19.8% | +12.9% |
| YTD | +154.1% | +42.5% | +111.6% | +148.0% |
| 1Y | +375.7% | +45.8% | +329.9% | +349.3% |
| All | +375.7% | +52.8% | +322.9% | +349.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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