+796.8%
GS vs KORU
+32.9%
+763.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.4% | -13.4% | -2.2% |
| 7D | +0.9% | +13.0% | -12.1% | -1.3% |
| 30D | -1.6% | +27.3% | -28.9% | -7.0% |
| 3M | -4.5% | -55.3% | +50.8% | -2.2% |
| 6M | +20.9% | +11.6% | +9.3% | -4.2% |
| YTD | +19.9% | +158.5% | -138.7% | -22.4% |
| 1Y | +41.4% | +482.2% | -440.7% | -24.3% |
| 3Y | +239.2% | +471.9% | -232.7% | +66.4% |
| 5Y | +185.0% | +41.1% | +143.9% | +71.9% |
| 10Y | +655.0% | +80.2% | +574.8% | +238.9% |
| All | +796.8% | +32.9% | +763.9% | +281.2% |
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 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