+482.2%
KORU vs TRGP
+80.7%
+401.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +12.8% |
| 7D | +13.0% | +0.8% | +12.2% | +13.6% |
| 30D | +27.3% | +11.5% | +15.8% | +35.2% |
| 3M | -55.3% | +9.0% | -64.3% | -52.4% |
| 6M | +11.6% | +20.5% | -8.9% | +17.6% |
| YTD | +158.5% | +59.5% | +99.0% | +162.1% |
| 1Y | +482.2% | +77.9% | +404.2% | +495.4% |
| All | +482.2% | +80.7% | +401.5% | +495.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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