-6.4%
T vs KORU
+20.3%
-26.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.3% | +7.3% | +1.8% |
| 7D | +5.5% | -24.3% | +29.8% | +4.2% |
| 30D | -8.9% | -54.2% | +45.3% | -11.5% |
| 3M | -5.6% | -45.4% | +39.9% | -6.9% |
| 6M | -14.3% | -66.5% | +52.2% | -14.4% |
| YTD | -7.9% | +14.9% | -22.8% | -2.9% |
| 1Y | -6.4% | +22.5% | -29.0% | -0.8% |
| All | -6.4% | +20.3% | -26.8% | -0.8% |
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