+482.2%
KORU vs TRV
+34.7%
+447.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.8% | +10.5% |
| 7D | +13.0% | -0.1% | +13.1% | +12.5% |
| 30D | +27.3% | -3.4% | +30.7% | +20.2% |
| 3M | -55.3% | +26.4% | -81.7% | -19.8% |
| 6M | +11.6% | +19.3% | -7.7% | +92.1% |
| YTD | +158.5% | +28.3% | +130.2% | +381.4% |
| 1Y | +482.2% | +34.3% | +447.9% | +1,154.8% |
| All | +482.2% | +34.7% | +447.5% | +1,154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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