+426.7%
KORU vs TRV
+141.6%
+285.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.5% | -13.1% | -12.3% |
| 7D | +2.3% | -1.5% | +3.8% | +1.9% |
| 30D | +20.0% | -1.8% | +21.8% | +19.8% |
| 3M | -32.7% | +21.6% | -54.3% | -30.3% |
| 6M | +13.3% | +22.5% | -9.1% | +17.8% |
| YTD | +133.2% | +28.1% | +105.1% | +140.0% |
| 1Y | +357.3% | +37.0% | +320.2% | +360.0% |
| All | +426.7% | +141.6% | +285.2% | +382.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling