+375.7%
KORU vs TRMB
-28.6%
+404.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.5% | +8.4% |
| 7D | -1.7% | -3.0% | +1.3% | -0.6% |
| 30D | +13.5% | +2.3% | +11.2% | +12.1% |
| 3M | -45.2% | +15.3% | -60.5% | -52.6% |
| 6M | +17.1% | -14.7% | +31.8% | +42.1% |
| YTD | +154.1% | -26.4% | +180.5% | +249.5% |
| 1Y | +375.7% | -30.4% | +406.1% | +578.9% |
| All | +375.7% | -28.6% | +404.3% | +578.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling