+474.0%
KORU vs TRGP
+260.3%
+213.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +9.1% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +13.5% | +8.0% | +5.5% | +9.8% |
| 3M | -45.2% | +8.3% | -53.5% | -47.4% |
| 6M | +17.1% | +23.9% | -6.8% | +2.8% |
| YTD | +154.1% | +59.6% | +94.5% | +93.9% |
| 1Y | +375.7% | +79.4% | +296.2% | +235.3% |
| 3Y | +474.0% | +269.4% | +204.6% | +126.6% |
| All | +474.0% | +260.3% | +213.7% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling