+41.6%
TXN vs KORU
+487.7%
-446.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +13.4% | -11.6% | +0.3% |
| 7D | -0.1% | +13.0% | -13.1% | -1.6% |
| 30D | -6.9% | +27.3% | -34.2% | -10.3% |
| 3M | -14.9% | -55.3% | +40.3% | -12.4% |
| 6M | +29.0% | +11.6% | +17.4% | +17.7% |
| YTD | +51.5% | +158.5% | -107.1% | +24.7% |
| 1Y | +41.6% | +482.2% | -440.6% | +15.7% |
| All | +41.6% | +487.7% | -446.1% | +15.7% |
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