+124.6%
T vs KORU
+32.9%
+91.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.4% | -15.4% | -2.6% |
| 7D | -1.3% | +13.0% | -14.3% | -1.9% |
| 30D | +11.4% | +27.3% | -15.9% | +9.6% |
| 3M | +14.3% | -55.3% | +69.6% | +14.8% |
| 6M | -9.3% | +11.6% | -20.9% | -17.1% |
| YTD | +7.1% | +158.5% | -151.4% | -10.0% |
| 1Y | -9.1% | +482.2% | -491.2% | -29.6% |
| 3Y | +105.3% | +471.9% | -366.6% | +51.9% |
| 5Y | +66.8% | +41.1% | +25.7% | +35.8% |
| 10Y | +66.8% | +80.2% | -13.4% | +13.0% |
| All | +124.6% | +32.9% | +91.7% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling