+22.5%
KORU vs TRGP
+89.5%
-67.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.5% | -0.7% | -7.7% |
| 7D | -24.3% | -6.5% | -17.9% | -26.9% |
| 30D | -54.2% | -0.4% | -53.8% | -53.8% |
| 3M | -45.4% | +8.8% | -54.3% | -40.9% |
| 6M | -66.5% | +11.0% | -77.5% | -63.1% |
| YTD | +14.9% | +57.4% | -42.5% | +25.2% |
| 1Y | +22.5% | +87.9% | -65.3% | +50.8% |
| All | +22.5% | +89.5% | -67.0% | +50.8% |
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