-7.5%
T vs KORU
+385.0%
-392.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.0% | -7.0% | +2.4% |
| 7D | +1.5% | -1.7% | +3.2% | +1.5% |
| 30D | +7.5% | +13.5% | -6.1% | +8.4% |
| 3M | +14.8% | -45.2% | +60.0% | +14.7% |
| 6M | -1.7% | +17.1% | -18.9% | +3.1% |
| YTD | +8.7% | +154.1% | -145.4% | +17.7% |
| 1Y | -7.5% | +375.7% | -383.1% | +6.9% |
| All | -7.5% | +385.0% | -392.4% | +6.9% |
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