+51.3%
GEV vs KORU
+385.0%
-333.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.0% | -5.4% | +2.2% |
| 7D | +1.6% | -1.7% | +3.3% | +1.8% |
| 30D | -7.9% | +13.5% | -21.5% | -10.7% |
| 3M | +5.6% | -45.2% | +50.8% | +8.9% |
| 6M | +13.1% | +17.1% | -4.1% | -6.3% |
| YTD | +46.7% | +154.1% | -107.4% | +1.4% |
| 1Y | +51.3% | +375.7% | -324.4% | -2.3% |
| All | +51.3% | +385.0% | -333.7% | -2.3% |
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