+20.1%
KORU vs TRU
+1.2%
+19.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.0% |
| 7D | +20.1% | -6.5% | +26.6% | +15.0% |
| 30D | +47.5% | -2.5% | +50.0% | +45.5% |
| 3M | -30.1% | +10.4% | -40.4% | -26.8% |
| 6M | +20.1% | +1.6% | +18.5% | +38.7% |
| All | +20.1% | +1.2% | +19.0% | +38.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling