+33.3%
KORU vs TRGP
+684.0%
-650.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | +20.1% | -0.7% | +20.8% | +20.4% |
| 30D | +47.5% | +9.5% | +38.0% | +38.9% |
| 3M | -30.1% | +10.8% | -40.9% | -35.6% |
| 6M | +20.1% | +25.3% | -5.2% | +2.5% |
| YTD | +166.6% | +60.3% | +106.3% | +100.9% |
| 1Y | +458.9% | +84.6% | +374.4% | +287.5% |
| 3Y | +531.8% | +264.4% | +267.4% | +206.4% |
| 5Y | +67.7% | +636.6% | -568.9% | -40.7% |
| 10Y | +91.6% | +848.9% | -757.4% | -52.2% |
| All | +33.3% | +684.0% | -650.6% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling