-3.8%
KORU vs TPR
+29.9%
-33.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.7% |
| 7D | +24.3% | -1.1% | +25.5% | +24.9% |
| 30D | -44.8% | +15.1% | -59.9% | -50.4% |
| 3M | -60.0% | -13.4% | -46.6% | -56.7% |
| 6M | -78.7% | +1.4% | -80.0% | -82.4% |
| YTD | -10.6% | +4.8% | -15.3% | -11.3% |
| 1Y | -3.8% | +29.2% | -33.0% | -10.5% |
| All | -3.8% | +29.9% | -33.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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