+375.7%
KORU vs TRU
-13.7%
+389.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +9.4% |
| 7D | -1.7% | -2.7% | +1.0% | -2.8% |
| 30D | +13.5% | -2.0% | +15.6% | +12.8% |
| 3M | -45.2% | +18.4% | -63.6% | -43.7% |
| 6M | +17.1% | +8.9% | +8.3% | +20.2% |
| YTD | +154.1% | -8.9% | +163.1% | +156.3% |
| 1Y | +375.7% | -15.9% | +391.5% | +364.1% |
| All | +375.7% | -13.7% | +389.3% | +364.1% |
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