+36.0%
TSM vs KORU
+20.3%
+15.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.3% | +3.0% | -1.4% |
| 7D | -10.0% | -24.3% | +14.4% | -5.9% |
| 30D | -18.5% | -54.2% | +35.7% | -8.5% |
| 3M | -4.9% | -45.4% | +40.6% | +1.5% |
| 6M | -1.0% | -66.5% | +65.5% | +2.1% |
| YTD | +31.3% | +14.9% | +16.4% | -4.9% |
| 1Y | +36.0% | +22.5% | +13.5% | -4.2% |
| All | +36.0% | +20.3% | +15.7% | -4.2% |
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 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