+562.0%
GLW vs KORU
-13.5%
+575.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +18.4% | -11.0% | +3.0% |
| 7D | +1.4% | -18.1% | +19.5% | +4.7% |
| 30D | -18.2% | -45.7% | +27.5% | -8.1% |
| 3M | -24.2% | -51.6% | +27.4% | -14.3% |
| 6M | -41.7% | -82.6% | +40.9% | -26.1% |
| YTD | +38.3% | -5.9% | +44.2% | +12.3% |
| 1Y | +38.2% | +3.3% | +34.9% | +9.5% |
| 3Y | +363.4% | +154.5% | +208.9% | +171.5% |
| 5Y | +254.6% | -26.6% | +281.1% | +149.7% |
| 10Y | +562.0% | -14.3% | +576.2% | +270.4% |
| All | +562.0% | -13.5% | +575.5% | +270.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling