+956.3%
TXN vs KORU
+37.0%
+919.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | +2.7% | +20.1% | -17.4% | -0.8% |
| 30D | -6.7% | +47.5% | -54.2% | -14.2% |
| 3M | -8.9% | -30.1% | +21.2% | -10.5% |
| 6M | +34.7% | +20.1% | +14.6% | +7.3% |
| YTD | +53.3% | +166.6% | -113.3% | -0.1% |
| 1Y | +45.0% | +458.9% | -413.9% | -20.9% |
| 3Y | +73.1% | +531.8% | -458.7% | -15.8% |
| 5Y | +59.9% | +67.7% | -7.8% | -6.1% |
| 10Y | +415.7% | +91.6% | +324.1% | +143.3% |
| All | +956.3% | +37.0% | +919.3% | +381.1% |
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