+482.2%
KORU vs TRI
-38.3%
+520.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -5.4% | +18.9% | +8.9% |
| 7D | +13.0% | -0.5% | +13.5% | +12.9% |
| 30D | +27.3% | +7.9% | +19.4% | +37.7% |
| 3M | -55.3% | +24.1% | -79.3% | -39.6% |
| 6M | +11.6% | +3.8% | +7.8% | +53.5% |
| YTD | +158.5% | -16.9% | +175.4% | +256.9% |
| 1Y | +482.2% | -38.4% | +520.5% | +736.3% |
| All | +482.2% | -38.3% | +520.4% | +736.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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