+474.0%
KORU vs TRI
-18.9%
+492.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +9.5% |
| 7D | -1.7% | -7.9% | +6.2% | -4.3% |
| 30D | +13.5% | -4.5% | +18.0% | +12.3% |
| 3M | -45.2% | +22.1% | -67.3% | -42.4% |
| 6M | +17.1% | -2.8% | +19.9% | +30.7% |
| YTD | +154.1% | -23.4% | +177.5% | +225.6% |
| 1Y | +375.7% | -41.5% | +417.2% | +684.3% |
| 3Y | +474.0% | -19.2% | +493.2% | +355.2% |
| All | +474.0% | -18.9% | +492.9% | +355.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling