+29.3%
KORU vs TT
+1,507.4%
-1,478.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.3% |
| 7D | +13.0% | 0.0% | +13.0% | +13.2% |
| 30D | +27.3% | -7.2% | +34.4% | +41.4% |
| 3M | -55.3% | -3.0% | -52.3% | -49.1% |
| 6M | +11.6% | +1.4% | +10.3% | +27.9% |
| YTD | +158.5% | +15.9% | +142.6% | +154.0% |
| 1Y | +482.2% | +9.4% | +472.7% | +508.7% |
| 3Y | +471.9% | +124.4% | +347.5% | +134.3% |
| 5Y | +41.1% | +138.0% | -96.9% | -46.2% |
| 10Y | +80.2% | +886.4% | -806.2% | -85.6% |
| All | +29.3% | +1,507.4% | -1,478.1% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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