+482.2%
KORU vs TRU
-7.3%
+489.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -5.9% | +19.4% | +11.1% |
| 7D | +13.0% | -6.8% | +19.8% | +10.2% |
| 30D | +27.3% | 0.0% | +27.2% | +27.5% |
| 3M | -55.3% | +13.3% | -68.6% | -53.2% |
| 6M | +11.6% | +3.4% | +8.2% | +15.0% |
| YTD | +158.5% | -6.4% | +164.9% | +163.8% |
| 1Y | +482.2% | -9.7% | +491.8% | +481.7% |
| All | +482.2% | -7.3% | +489.5% | +481.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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