+44.0%
KORU vs TRV
+157.5%
-113.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.5% | -13.1% | -12.6% |
| 7D | +2.3% | -1.5% | +3.8% | +2.5% |
| 30D | +20.0% | -1.8% | +21.8% | +20.2% |
| 3M | -32.7% | +21.6% | -54.3% | -37.3% |
| 6M | +13.3% | +22.5% | -9.1% | +3.7% |
| YTD | +133.2% | +28.1% | +105.1% | +108.1% |
| 1Y | +357.3% | +37.0% | +320.2% | +289.6% |
| 3Y | +452.7% | +141.9% | +310.8% | +208.6% |
| All | +44.0% | +157.5% | -113.5% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling