+46.6%
KORU vs TRU
+225.6%
-179.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.4% |
| 7D | +2.3% | -9.4% | +11.7% | +9.6% |
| 30D | +20.0% | -4.1% | +24.1% | +22.4% |
| 3M | -32.7% | +13.6% | -46.3% | -46.2% |
| 6M | +13.3% | +3.6% | +9.8% | -2.5% |
| YTD | +133.2% | -9.8% | +143.0% | +116.8% |
| 1Y | +357.3% | -13.6% | +370.9% | +329.8% |
| 3Y | +452.7% | -2.0% | +454.6% | +320.1% |
| 5Y | +47.2% | -35.8% | +83.0% | +76.1% |
| 10Y | +67.6% | +142.9% | -75.3% | -31.2% |
| All | +46.6% | +225.6% | -179.0% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling