+375.7%
KORU vs TROW
+4.9%
+370.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.2% | +10.1% | +10.8% |
| 7D | -1.7% | -3.2% | +1.5% | +3.3% |
| 30D | +13.5% | -4.6% | +18.1% | +22.4% |
| 3M | -45.2% | -0.7% | -44.6% | -45.7% |
| 6M | +17.1% | +22.2% | -5.1% | -12.1% |
| YTD | +154.1% | +6.6% | +147.5% | +118.8% |
| 1Y | +375.7% | +5.8% | +369.8% | +313.3% |
| All | +375.7% | +4.9% | +370.8% | +313.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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