+375.7%
KORU vs TRV
+39.8%
+335.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.1% | +6.9% | +13.6% |
| 7D | -1.7% | +1.9% | -3.6% | +2.3% |
| 30D | +13.5% | +1.7% | +11.8% | +19.3% |
| 3M | -45.2% | +23.9% | -69.1% | -6.8% |
| 6M | +17.1% | +26.3% | -9.1% | +123.7% |
| YTD | +154.1% | +30.8% | +123.3% | +404.8% |
| 1Y | +375.7% | +36.3% | +339.3% | +997.8% |
| All | +375.7% | +39.8% | +335.9% | +997.8% |
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