+49.5%
TXN vs KORU
+385.0%
-335.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.0% | -5.2% | +2.8% |
| 7D | +4.0% | -1.7% | +5.7% | +4.1% |
| 30D | -2.9% | +13.5% | -16.4% | -5.0% |
| 3M | -9.1% | -45.2% | +36.1% | -6.6% |
| 6M | +36.6% | +17.1% | +19.5% | +24.3% |
| YTD | +57.5% | +154.1% | -96.7% | +29.2% |
| 1Y | +49.5% | +375.7% | -326.1% | +15.8% |
| All | +49.5% | +385.0% | -335.5% | +15.8% |
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