-9.1%
T vs KORU
+487.7%
-496.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.4% | -15.4% | -1.4% |
| 7D | -1.3% | +13.0% | -14.3% | -0.7% |
| 30D | +11.4% | +27.3% | -15.9% | +12.9% |
| 3M | +14.3% | -55.3% | +69.6% | +14.2% |
| 6M | -9.3% | +11.6% | -20.9% | -4.8% |
| YTD | +7.1% | +158.5% | -151.4% | +15.9% |
| 1Y | -9.1% | +482.2% | -491.2% | +4.0% |
| All | -9.1% | +487.7% | -496.8% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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