+33.3%
KORU vs TRV
+475.2%
-441.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | +20.1% | +0.2% | +19.9% | +19.7% |
| 30D | +47.5% | -2.3% | +49.8% | +49.0% |
| 3M | -30.1% | +22.7% | -52.8% | -45.8% |
| 6M | +20.1% | +21.9% | -1.8% | -10.5% |
| YTD | +166.6% | +27.5% | +139.1% | +88.7% |
| 1Y | +458.9% | +36.2% | +422.7% | +261.1% |
| 3Y | +531.8% | +140.6% | +391.2% | +100.6% |
| 5Y | +67.7% | +154.5% | -86.8% | -52.3% |
| 10Y | +91.6% | +295.4% | -203.9% | -68.0% |
| All | +33.3% | +475.2% | -441.9% | -87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling