+82.9%
KORU vs TRMB
+121.9%
-38.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.5% | +7.5% |
| 7D | -1.7% | -3.0% | +1.3% | +1.5% |
| 30D | +13.5% | +2.3% | +11.2% | +9.6% |
| 3M | -45.2% | +15.3% | -60.5% | -56.5% |
| 6M | +17.1% | -14.7% | +31.8% | +33.6% |
| YTD | +154.1% | -26.4% | +180.5% | +230.1% |
| 1Y | +375.7% | -30.4% | +406.1% | +558.9% |
| 3Y | +474.0% | +13.5% | +460.5% | +342.7% |
| 5Y | +60.4% | -38.6% | +99.0% | +157.2% |
| All | +82.9% | +121.9% | -38.9% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling