+16.6%
KORU vs TRI
+312.7%
-296.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.2% | -11.6% |
| 7D | +2.3% | -14.4% | +16.7% | +12.6% |
| 30D | +20.0% | -8.1% | +28.1% | +23.9% |
| 3M | -32.7% | +17.5% | -50.3% | -51.7% |
| 6M | +13.3% | -5.0% | +18.3% | -7.5% |
| YTD | +133.2% | -24.7% | +157.9% | +126.2% |
| 1Y | +357.3% | -41.5% | +398.8% | +517.5% |
| 3Y | +452.7% | -20.3% | +473.0% | +352.3% |
| 5Y | +47.2% | -10.9% | +58.1% | +1.9% |
| 10Y | +67.6% | +190.6% | -123.0% | -76.1% |
| All | +16.6% | +312.7% | -296.0% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling