+19.7%
GS vs KORU
+20.3%
-0.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.3% | +8.8% | +4.0% |
| 7D | +0.3% | -24.3% | +24.6% | +2.7% |
| 30D | +3.9% | -54.2% | +58.1% | +10.6% |
| 3M | -11.4% | -45.4% | +34.0% | -8.3% |
| 6M | +3.7% | -66.5% | +70.1% | +3.4% |
| YTD | +7.1% | +14.9% | -7.8% | -15.1% |
| 1Y | +19.7% | +22.5% | -2.9% | -6.8% |
| All | +19.7% | +20.3% | -0.7% | -6.8% |
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