+82.9%
KORU vs TRGP
+863.3%
-780.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +9.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +13.5% | +8.0% | +5.5% | +6.8% |
| 3M | -45.2% | +8.3% | -53.5% | -49.2% |
| 6M | +17.1% | +23.9% | -6.8% | -1.5% |
| YTD | +154.1% | +59.6% | +94.5% | +85.0% |
| 1Y | +375.7% | +79.4% | +296.2% | +219.2% |
| 3Y | +474.0% | +269.4% | +204.6% | +149.5% |
| 5Y | +60.4% | +641.6% | -581.2% | -51.3% |
| All | +82.9% | +863.3% | -780.3% | -62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling