+64.2%
T vs KORU
+66.4%
-2.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.8% |
| 7D | -3.1% | +20.1% | -23.2% | -3.0% |
| 30D | +4.6% | +47.5% | -42.9% | +4.7% |
| 3M | +12.2% | -30.1% | +42.3% | +12.2% |
| 6M | -6.5% | +20.1% | -26.6% | -8.5% |
| YTD | +4.9% | +166.6% | -161.7% | -1.3% |
| 1Y | -10.5% | +458.9% | -469.4% | -18.9% |
| 3Y | +104.6% | +531.8% | -427.2% | +78.8% |
| 5Y | +64.2% | +67.7% | -3.5% | +51.5% |
| All | +64.2% | +66.4% | -2.2% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling