+606.9%
GEV vs KORU
+361.1%
+245.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -12.5% | +9.7% | -0.5% |
| 7D | -1.9% | +2.3% | -4.2% | -2.6% |
| 30D | -8.7% | +20.0% | -28.7% | -12.9% |
| 3M | +6.6% | -32.7% | +39.3% | +6.0% |
| 6M | +10.2% | +13.3% | -3.1% | -13.5% |
| YTD | +41.6% | +133.2% | -91.6% | -12.1% |
| 1Y | +43.9% | +357.3% | -313.4% | -27.6% |
| All | +606.9% | +361.1% | +245.9% | +199.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling